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

Montz Harcus 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	$462K	Buy	3,249 +3	+0.1%	+$416	0.16%	53
2026 Q2	$446K	Buy	3,246 +65	+2%	+$8.58K	0.16%	56
2026 Q1	$360K	Buy	3,181 +2	+0.1%	+$241	0.15%	60
2025 Q4	$392K	Buy	3,179 +3	+0.1%	+$367	0.16%	57
2025 Q3	$383K	Buy	3,176 +3	+0.1%	+$345	0.17%	54
2025 Q2	$349K	Buy	3,173 +3	+0.1%	+$297	0.17%	52
2025 Q1	$294K	Buy	3,170 +627	+25%	+$63.2K	0.16%	58
2024 Q4	$258K	Buy	2,543 +3	+0.1%	+$299	0.14%	60
2024 Q3	$243K	Buy	2,540 +223	+10%	+$20.6K	0.14%	58
2024 Q2	$214K	Buy	+2,317	New	+$200K	0.14%	61

Other funds holding IVW

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Montz Harcus Wealth Management's IVW Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q3 2026, buying an estimated $416 and bringing the position to 3,249 shares worth $462K. The position accounts for 0.16% of the portfolio, ranked #53.

Montz Harcus Wealth Management first reported a position in IVW in Q2 2024 and has held it in 10 quarters since. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Montz Harcus Wealth Management held 3,249 shares of iShares S&P 500 Growth ETF worth $462K as of Q3 2026.
Montz Harcus Wealth Management bought 3 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $416.
iShares S&P 500 Growth ETF made up 0.16% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #53 holding.
Montz Harcus Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 10 quarters since.
126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.