KLCM Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

KLCM Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$461K	Hold	3,244	–	–	0.04%	190
2026 Q2	$446K	Hold	3,244	–	–	0.04%	192
2026 Q1	$367K	Hold	3,244	–	–	0.03%	189
2025 Q4	$400K	Buy	+3,244	New	+$397K	0.03%	171

Other funds holding IVW

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

KLCM Advisors's IVW Position: Q3 2026 in Review

KLCM Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 3,244 shares worth $461K. The position accounts for 0.04% of the portfolio, ranked #190.

KLCM Advisors first reported a position in IVW in Q4 2025 and has held it in 4 quarters since. 1,913 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

KLCM Advisors held 3,244 shares of iShares S&P 500 Growth ETF worth $461K as of Q3 2026.
KLCM Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.04% of KLCM Advisors's portfolio in Q3 2026, its #190 holding.
KLCM Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 4 quarters since.
1,913 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on KLCM Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.