Latitude Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Latitude Advisors's IVW Position: Q3 2026 in Review
Latitude Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q3 2026, buying an estimated $342K and bringing the position to 17,381 shares worth $2.47M. The position accounts for 0.77% of the portfolio, ranked #25.
Latitude Advisors first reported a position in IVW in Q1 2022 and has held it in 12 quarters since. 1,061 funds tracked by Wall St. Rank hold IVW as of Q3 2026.
- Latitude Advisors held 17,381 shares of iShares S&P 500 Growth ETF worth $2.47M as of Q3 2026.
- Latitude Advisors bought 2,464 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $342K.
- iShares S&P 500 Growth ETF made up 0.77% of Latitude Advisors's portfolio in Q3 2026, its #25 holding.
- Latitude Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 12 quarters since.
- 1,061 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.
Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.