LongView Wealth Management
IVW icon

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

LongView 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 		$2.2M Buy
15,448
+123
+0.8% +$17.1K 0.53% 49
2026
Q2 		$2.11M Buy
15,325
+273
+2% +$36K 0.54% 46
2026
Q1 		$1.88M Buy
15,052
+1,697
+13% +$204K 0.47% 51
2025
Q4 		$1.67M Buy
13,355
+2,700
+25% +$330K 0.4% 57
2025
Q3 		$1.29M Sell
10,655
-156
-1% -$17.9K 0.35% 63
2025
Q2 		$1.19M Buy
10,811
+94
+0.9% +$9.3K 0.36% 63
2025
Q1 		$995K Buy
10,717
+476
+5% +$48K 0.3% 72
2024
Q4 		$1.04M Buy
10,241
+400
+4% +$39.9K 0.32% 69
2024
Q3 		$942K Sell
9,841
-39
-0.4% -$3.6K 0.3% 70
2024
Q2 		$914K Buy
9,880
+729
+8% +$62.8K 0.34% 64
2024
Q1 		$773K Sell
9,151
-2,835
-24% -$228K 0.31% 71
2023
Q4 		$895K Buy
+11,986
New +$853K 0.4% 57

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

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

LongView Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.8% in Q3 2026, buying an estimated $17.1K and bringing the position to 15,448 shares worth $2.2M. The position accounts for 0.53% of the portfolio, ranked #49.

LongView Wealth Management first reported a position in IVW in Q4 2023 and has held it in 12 quarters since. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • LongView Wealth Management held 15,448 shares of iShares S&P 500 Growth ETF worth $2.2M as of Q3 2026.
  • LongView Wealth Management bought 123 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $17.1K.
  • iShares S&P 500 Growth ETF made up 0.53% of LongView Wealth Management's portfolio in Q3 2026, its #49 holding.
  • LongView Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.