McCarley & Cook Financial Planners’s iShares S&P 500 Growth ETF IVW Stock Holding History

McCarley & Cook Financial Planners’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	$497K	Hold	3,495	–	–	0.38%	27
2026 Q2	$481K	Hold	3,495	–	–	0.37%	27
2026 Q1	$395K	Sell	3,495 -401	-10%	-$48.2K	0.34%	30
2025 Q4	$480K	Buy	+3,896	New	+$477K	0.43%	23

Other funds holding IVW

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

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

McCarley & Cook Financial Planners's IVW Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 3,495 shares worth $497K. The position accounts for 0.38% of the portfolio, ranked #27.

McCarley & Cook Financial Planners first reported a position in IVW in Q4 2025 and has held it in 4 quarters since. 699 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

McCarley & Cook Financial Planners held 3,495 shares of iShares S&P 500 Growth ETF worth $497K as of Q3 2026.
McCarley & Cook Financial Planners left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.38% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #27 holding.
McCarley & Cook Financial Planners first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 4 quarters since.
699 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.