LTG Capital
IVW icon

LTG Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

LTG Capital’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 		$1.34M Sell
9,415
-37
-0.4% -$5.13K 0.92% 19
2026
Q2 		$1.3M Sell
9,452
-264
-3% -$34.9K 0.87% 20
2026
Q1 		$1.1M Sell
9,716
-58
-0.6% -$6.98K 0.84% 20
2025
Q4 		$1.2M Sell
9,774
-396
-4% -$48.5K 0.94% 19
2025
Q3 		$1.23M Sell
10,170
-989
-9% -$114K 0.97% 19
2025
Q2 		$1.23M Sell
11,159
-80
-0.7% -$7.92K 1.05% 21
2025
Q1 		$1.04M Sell
11,239
-400
-3% -$40.3K 0.95% 22
2024
Q4 		$1.18M Sell
11,639
-1,351
-10% -$135K 0.99% 22
2024
Q3 		$1.24M Sell
12,990
-533
-4% -$49.2K 1.03% 20
2024
Q2 		$1.25M Sell
13,523
-448
-3% -$38.6K 1.13% 20
2024
Q1 		$1.18M Sell
13,971
-378
-3% -$30.4K 1.01% 21
2023
Q4 		$1.08M Sell
14,349
-344
-2% -$24.5K 0.99% 22
2023
Q3 		$1000K Sell
14,693
-232
-2% -$16.4K 1.05% 21
2023
Q2 		$1.05M Sell
14,925
-848
-5% -$56.1K 1.04% 21
2023
Q1 		$1M Buy
15,773
+162
+1% +$9.9K 1.04% 22
2022
Q4 		$913K Buy
+15,611
New +$937K 0.98% 22
2022
Q3 		– Sell
-15,131
Closed -$913K – 24
2022
Q2 		$913K Buy
15,131
+75
+0.5% +$4.96K 1.03% 21
2022
Q1 		$1.15M Sell
15,056
-1,231
-8% -$92.5K 1.05% 20
2021
Q4 		$1.36M Buy
+16,287
New +$1.31M 1.15% 19

Other funds holding IVW

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 26.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LTG Capital's IVW Position: Q3 2026 in Review

LTG Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.39% in Q3 2026, selling an estimated $5.13K and leaving 9,415 shares worth $1.34M. The position accounts for 0.92% of the portfolio, ranked #19.

LTG Capital first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.36M in Q4 2021. 1,350 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • LTG Capital held 9,415 shares of iShares S&P 500 Growth ETF worth $1.34M as of Q3 2026.
  • LTG Capital sold 37 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $5.13K.
  • iShares S&P 500 Growth ETF made up 0.92% of LTG Capital's portfolio in Q3 2026, its #19 holding.
  • LTG Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • LTG Capital's iShares S&P 500 Growth ETF position peaked at $1.36M in Q4 2021.
  • 1,350 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on LTG Capital's 13F filing for Q3 2026, filed 4 Nov 2026.