Networth Advisors
IVW icon

Networth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Networth Advisors’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 		$20.3K Hold
142
– – 0.01% 147
2026
Q2 		$19.6K Sell
142
-12
-8% -$1.58K 0.01% 147
2026
Q1 		$17.4K Buy
154
+2
+1% +$241 0.01% 148
2025
Q4 		$18.7K Buy
+152
New +$18.6K 0.01% 120

Other funds holding IVW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Networth Advisors's IVW Position: Q3 2026 in Review

Networth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 142 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #147.

Networth Advisors first reported a position in IVW in Q4 2025 and has held it in 4 quarters since. 1,535 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Networth Advisors held 142 shares of iShares S&P 500 Growth ETF worth $20.3K as of Q3 2026.
  • Networth Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.01% of Networth Advisors's portfolio in Q3 2026, its #147 holding.
  • Networth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.