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

Level Wealth Management’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	$698K	Buy	4,906 +30	+0.6%	+$4.16K	0.27%	32
2026 Q2	$671K	Hold	4,876	–	–	0.27%	29
2026 Q1	$552K	Hold	4,876	–	–	0.26%	31
2025 Q4	$601K	Hold	4,876	–	–	0.31%	29
2025 Q3	$589K	Hold	4,876	–	–	0.31%	28
2025 Q2	$537K	Buy	+4,876	New	+$483K	0.31%	29

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

Level Wealth Management's IVW Position: Q3 2026 in Review

Level Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.62% in Q3 2026, buying an estimated $4.16K and bringing the position to 4,906 shares worth $698K. The position accounts for 0.27% of the portfolio, ranked #32.

Level Wealth Management first reported a position in IVW in Q2 2025 and has held it in 6 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Level Wealth Management held 4,906 shares of iShares S&P 500 Growth ETF worth $698K as of Q3 2026.
Level Wealth Management bought 30 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $4.16K.
iShares S&P 500 Growth ETF made up 0.27% of Level Wealth Management's portfolio in Q3 2026, its #32 holding.
Level Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 6 quarters since.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.