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

Maia Wealth’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	$10M	Buy	70,600 +1,422	+2%	+$197K	1.38%	10
2026 Q2	$9.5M	Sell	69,178 -5,923	-8%	-$782K	1.4%	10
2026 Q1	$8.49M	Sell	75,101 -4,081	-5%	-$491K	1.44%	9
2025 Q4	$9.46M	Sell	79,182 -13,826	-15%	-$1.69M	1.61%	10
2025 Q3	$11.6M	Sell	93,008 -452	-0.5%	-$52K	1.95%	6
2025 Q2	$10.3M	Sell	93,460 -21,933	-19%	-$2.17M	1.96%	6
2025 Q1	$10.5M	Sell	115,393 -4,371	-4%	-$441K	2.38%	5
2024 Q4	$12.3M	Buy	119,764 +4,527	+4%	+$452K	2.64%	5
2024 Q3	$11.2M	Buy	115,237 +15,616	+16%	+$1.44M	2.76%	5
2024 Q2	$9.6M	Buy	+99,621	New	+$8.59M	2.88%	5
2023 Q4	$1.9M	Buy	+25,365	New	+$1.81M	0.77%	35

Other funds holding IVW

Park Avenue Securities New York $16.4B AUM 18.52% 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

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

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

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Maia Wealth's IVW Position: Q3 2026 in Review

Maia Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 2.1% in Q3 2026, buying an estimated $197K and bringing the position to 70,600 shares worth $10M. The position accounts for 1.38% of the portfolio, ranked #10.

Maia Wealth first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.3M in Q4 2024. 829 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Maia Wealth held 70,600 shares of iShares S&P 500 Growth ETF worth $10M as of Q3 2026.
Maia Wealth bought 1,422 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $197K.
iShares S&P 500 Growth ETF made up 1.38% of Maia Wealth's portfolio in Q3 2026, its #10 holding.
Maia Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's iShares S&P 500 Growth ETF position peaked at $12.3M in Q4 2024.
829 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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