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

Leslie Global 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	$2.01M	Buy	14,109 +7,533	+115%	+$1.04M	0.74%	24
2026 Q2	$904K	Sell	6,576 -190	-3%	-$25.1K	0.35%	32
2026 Q1	$765K	Sell	6,766 -7,761	-53%	-$933K	0.4%	26
2025 Q4	$1.79M	Buy	14,527 +8,924	+159%	+$1.09M	0.81%	18
2025 Q3	$676K	Sell	5,603 -12,965	-70%	-$1.49M	0.32%	31
2025 Q2	$2.04M	Buy	18,568 +9,462	+104%	+$937K	1.09%	16
2025 Q1	$845K	Sell	9,106 -684	-7%	-$69K	0.41%	30
2024 Q4	$994K	Sell	9,790 -11,469	-54%	-$1.14M	0.46%	33
2024 Q3	$2.04M	Buy	21,259 +10,880	+105%	+$1M	0.99%	21
2024 Q2	$960K	Buy	+10,379	New	+$895K	0.56%	29

Other funds holding IVW

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

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Leslie Global Wealth's IVW Position: Q3 2026 in Review

Leslie Global Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 115% in Q3 2026, buying an estimated $1.04M and bringing the position to 14,109 shares worth $2.01M. The position accounts for 0.74% of the portfolio, ranked #24.

Leslie Global Wealth first reported a position in IVW in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.04M in Q2 2025. 1,076 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Leslie Global Wealth held 14,109 shares of iShares S&P 500 Growth ETF worth $2.01M as of Q3 2026.
Leslie Global Wealth bought 7,533 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $1.04M.
iShares S&P 500 Growth ETF made up 0.74% of Leslie Global Wealth's portfolio in Q3 2026, its #24 holding.
Leslie Global Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 10 quarters since.
Leslie Global Wealth's iShares S&P 500 Growth ETF position peaked at $2.04M in Q2 2025.
1,076 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.