LMG Wealth Partners
IVW icon

LMG Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

LMG Wealth Partners’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 		$47.4M Buy
333,322
+508
+0.2% +$70.4K 7.64% 1
2026
Q2 		$45.8M Buy
332,814
+988
+0.3% +$130K 7.31% 1
2026
Q1 		$37.5M Sell
331,826
-3,121
-0.9% -$375K 6.84% 1
2025
Q4 		$41.3M Buy
334,947
+783
+0.2% +$95.8K 7.7% 1
2025
Q3 		$40.3M Sell
334,164
-365
-0.1% -$42K 7.5% 1
2025
Q2 		$36.8M Sell
334,529
-3,914
-1% -$387K 7.57% 1
2025
Q1 		$31.4M Sell
338,443
-3,173
-0.9% -$320K 7% 1
2024
Q4 		$34.7M Buy
341,616
+1,112
+0.3% +$111K 7.56% 1
2024
Q3 		$32.6M Sell
340,504
-9,634
-3% -$889K 7.47% 1
2024
Q2 		$32.4M Buy
350,138
+1,744
+0.5% +$150K 8.08% 1
2024
Q1 		$29.4M Sell
348,394
-16,904
-5% -$1.36M 7.41% 1
2023
Q4 		$27.4M Sell
365,298
-1,406
-0.4% -$100K 7.62% 1
2023
Q3 		$25.1M Buy
366,704
+5,773
+2% +$409K 7.64% 1
2023
Q2 		$25.4M Buy
360,931
+2,282
+0.6% +$151K 7.78% 1
2023
Q1 		$22.9M Buy
358,649
+7,518
+2% +$460K 7.4% 1
2022
Q4 		$21.1M Buy
+351,131
New +$21.1M 6.99% 1

Other funds holding IVW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

LMG Wealth Partners's IVW Position: Q3 2026 in Review

LMG Wealth Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 0.15% in Q3 2026, buying an estimated $70.4K and bringing the position to 333,322 shares worth $47.4M. The position accounts for 7.64% of the portfolio, ranked #1.

LMG Wealth Partners first reported a position in IVW in Q4 2022 and has held it in 16 quarters since. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • LMG Wealth Partners held 333,322 shares of iShares S&P 500 Growth ETF worth $47.4M as of Q3 2026.
  • LMG Wealth Partners bought 508 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $70.4K.
  • iShares S&P 500 Growth ETF made up 7.64% of LMG Wealth Partners's portfolio in Q3 2026, its #1 holding.
  • LMG Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on LMG Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.