LF
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Lantz Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lantz Financial’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 		$9.5M Buy
66,894
+1,264
+2% +$175K 1.73% 12
2026
Q2 		$9.03M Buy
65,630
+513
+0.8% +$67.7K 1.65% 10
2026
Q1 		$7.37M Buy
65,117
+4,843
+8% +$582K 1.52% 14
2025
Q4 		$7.43M Buy
60,274
+3,123
+5% +$382K 1.57% 15
2025
Q3 		$6.9M Buy
57,151
+3,014
+6% +$347K 1.53% 15
2025
Q2 		$5.96M Sell
54,137
-2,473
-4% -$245K 1.49% 16
2025
Q1 		$5.26M Buy
56,610
+3,004
+6% +$303K 1.44% 14
2024
Q4 		$5.44M Buy
53,606
+672
+1% +$67K 1.45% 15
2024
Q3 		$5.07M Buy
52,934
+960
+2% +$88.6K 1.37% 14
2024
Q2 		$4.81M Buy
51,974
+18,156
+54% +$1.57M 1.49% 12
2024
Q1 		$2.86M Buy
33,818
+21,407
+172% +$1.72M 0.92% 20
2023
Q4 		$932K Buy
12,411
+1,665
+15% +$119K 0.34% 79
2023
Q3 		$735K Buy
+10,746
New +$760K 0.29% 86

Other funds holding IVW

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Lantz Financial's IVW Position: Q3 2026 in Review

Lantz Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 1.9% in Q3 2026, buying an estimated $175K and bringing the position to 66,894 shares worth $9.5M. The position accounts for 1.73% of the portfolio, ranked #12.

Lantz Financial first reported a position in IVW in Q3 2023 and has held it in 13 quarters since. 580 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Lantz Financial held 66,894 shares of iShares S&P 500 Growth ETF worth $9.5M as of Q3 2026.
  • Lantz Financial bought 1,264 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $175K.
  • iShares S&P 500 Growth ETF made up 1.73% of Lantz Financial's portfolio in Q3 2026, its #12 holding.
  • Lantz Financial first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 13 quarters since.
  • 580 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.