MLP3 LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

MLP3 LLC’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	$205K	Buy	+1,443	New	+$200K	0.18%	103

Other funds holding IVW

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

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

MLP3 LLC's IVW Position: Q3 2026 in Review

MLP3 LLC opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 1,443 shares worth $205K. The stake represents 0.18% of the portfolio and ranks #103 among its holdings.

766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

MLP3 LLC held 1,443 shares of iShares S&P 500 Growth ETF worth $205K as of Q3 2026.
iShares S&P 500 Growth ETF was a new MLP3 LLC position in Q3 2026.
iShares S&P 500 Growth ETF made up 0.18% of MLP3 LLC's portfolio in Q3 2026, its #103 holding.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on MLP3 LLC's 13F filing for Q3 2026, filed 22 Oct 2026.