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

Lighthouse 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	$2.64M	Sell	18,580 -4,634	-20%	-$642K	1.19%	22
2026 Q2	$3.19M	Sell	23,214 -204	-0.9%	-$26.9K	1.66%	20
2026 Q1	$2.65M	Buy	23,418 +2,300	+11%	+$277K	1.6%	19
2025 Q4	$2.6M	Sell	21,118 -1,000	-5%	-$122K	1.7%	17
2025 Q3	$2.67M	Sell	22,118 -520	-2%	-$59.8K	1.76%	16
2025 Q2	$2.49M	Sell	22,638 -468	-2%	-$46.3K	1.91%	13
2025 Q1	$2.14M	Hold	23,106	–	–	1.85%	14
2024 Q4	$2.35M	Buy	+23,106	New	+$2.31M	1.91%	17

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

Lighthouse Financial's IVW Position: Q3 2026 in Review

Lighthouse Financial reduced its iShares S&P 500 Growth ETF (IVW) stake by 20% in Q3 2026, selling an estimated $642K and leaving 18,580 shares worth $2.64M. The position accounts for 1.19% of the portfolio, ranked #22.

Lighthouse Financial first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.19M in Q2 2026. 1,061 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Lighthouse Financial held 18,580 shares of iShares S&P 500 Growth ETF worth $2.64M as of Q3 2026.
Lighthouse Financial sold 4,634 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $642K.
iShares S&P 500 Growth ETF made up 1.19% of Lighthouse Financial's portfolio in Q3 2026, its #22 holding.
Lighthouse Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
Lighthouse Financial's iShares S&P 500 Growth ETF position peaked at $3.19M in Q2 2026.
1,061 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Lighthouse Financial's 13F filing for Q3 2026, filed 23 Oct 2026.