Net Worth Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Net Worth Advisory Group’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	$1.31M	Buy	9,218 +250	+3%	+$34.7K	0.33%	56
2026 Q2	$1.23M	Sell	8,968 -78,432	-90%	-$10.4M	0.31%	60
2026 Q1	$9.9M	Sell	87,400 -625	-0.7%	-$75.2K	2.05%	11
2025 Q4	$10.8M	Buy	88,025 +78,076	+785%	+$9.6M	2.19%	10
2025 Q3	$1.2M	Sell	9,949 -81,645	-89%	-$9.39M	0.35%	53
2025 Q2	$10.1M	Buy	91,594 +81,068	+770%	+$8.02M	2.24%	10
2025 Q1	$977K	Buy	10,526 +202	+2%	+$20.4K	0.31%	57
2024 Q4	$1.05M	Sell	10,324 -435	-4%	-$43.4K	0.32%	49
2024 Q3	$1.03M	Buy	+10,759	New	+$993K	0.31%	53

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

Net Worth Advisory Group's IVW Position: Q3 2026 in Review

Net Worth Advisory Group increased its iShares S&P 500 Growth ETF (IVW) stake by 2.8% in Q3 2026, buying an estimated $34.7K and bringing the position to 9,218 shares worth $1.31M. The position accounts for 0.33% of the portfolio, ranked #56.

Net Worth Advisory Group first reported a position in IVW in Q3 2024 and has held it in 9 quarters since. The position peaked at $10.8M in Q4 2025. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Net Worth Advisory Group held 9,218 shares of iShares S&P 500 Growth ETF worth $1.31M as of Q3 2026.
Net Worth Advisory Group bought 250 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $34.7K.
iShares S&P 500 Growth ETF made up 0.33% of Net Worth Advisory Group's portfolio in Q3 2026, its #56 holding.
Net Worth Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's iShares S&P 500 Growth ETF position peaked at $10.8M in Q4 2025.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.