KWB Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

KWB Wealth’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	$1.36M	Hold	9,543	–	–	0.12%	82
2026 Q2	$1.31M	Sell	9,543 -168	-2%	-$22.2K	0.11%	79
2026 Q1	$1.2M	Hold	9,711	–	–	0.12%	72
2025 Q4	$1.2M	Hold	9,711	–	–	0.11%	72
2025 Q3	$1.07M	Hold	9,711	–	–	0.12%	72
2025 Q2	$901K	Buy	9,711 +2	+0%	+$198	0.11%	78
2025 Q1	$986K	Hold	9,709	–	–	0.12%	78
2024 Q4	$930K	Hold	9,709	–	–	0.12%	67
2024 Q3	$898K	Hold	9,709	–	–	0.12%	65
2024 Q2	$820K	Hold	9,709	–	–	0.11%	66
2024 Q1	$820K	Sell	9,709 -197	-2%	-$15.8K	0.11%	66
2023 Q4	$744K	Sell	9,906 -149	-1%	-$10.6K	0.11%	66
2023 Q3	$709K	Hold	10,055	–	–	0.11%	62
2023 Q2	$709K	Sell	10,055 -80	-0.8%	-$5.29K	0.11%	62
2023 Q1	$593K	Hold	10,135	–	–	0.11%	63
2022 Q4	$593K	Hold	10,135	–	–	0.11%	61
2022 Q3	$586K	Sell	10,135 -36	-0.4%	-$2.34K	0.12%	58
2022 Q2	$614K	Sell	10,171 -46	-0.5%	-$3.04K	0.12%	56
2022 Q1	$855K	Hold	10,217	–	–	0.14%	42
2021 Q4	$855K	Hold	10,217	–	–	0.14%	42
2021 Q3	$755K	Sell	10,217 -315	-3%	-$24K	0.13%	45
2021 Q2	$686K	Hold	10,532	–	–	0.13%	44
2021 Q1	$686K	Sell	10,532 -107	-1%	-$6.92K	0.13%	44
2020 Q4	$679K	Buy	+10,639	New	+$645K	0.14%	45

Other funds holding IVW

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

KWB Wealth's IVW Position: Q3 2026 in Review

KWB Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 9,543 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #82.

KWB Wealth first reported a position in IVW in Q4 2020 and has held it in 24 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

KWB Wealth held 9,543 shares of iShares S&P 500 Growth ETF worth $1.36M as of Q3 2026.
KWB Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.12% of KWB Wealth's portfolio in Q3 2026, its #82 holding.
KWB Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 24 quarters since.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.