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

Luminist 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	$8.39K	Buy	+59	New	+$8.18K	0.01%	247

Other funds holding IVW

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Luminist Capital's IVW Position: Q3 2026 in Review

Luminist Capital opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 59 shares worth $8.39K. The stake represents 0.01% of the portfolio and ranks #247 among its holdings.

1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Luminist Capital held 59 shares of iShares S&P 500 Growth ETF worth $8.39K as of Q3 2026.
iShares S&P 500 Growth ETF was a new Luminist Capital position in Q3 2026.
iShares S&P 500 Growth ETF made up 0.01% of Luminist Capital's portfolio in Q3 2026, its #247 holding.
1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Luminist Capital's 13F filing for Q3 2026, filed 10 Nov 2026.