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

Novus 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	$620K	Buy	4,358 +49	+1%	+$6.79K	1.3%	24
2026 Q2	$593K	Sell	4,309 -10	-0.2%	-$1.32K	1.24%	26
2026 Q1	$489K	Buy	4,319 +326	+8%	+$39.2K	1.09%	29
2025 Q4	$492K	Buy	3,993 +304	+8%	+$37.2K	1.1%	27
2025 Q3	$445K	Sell	3,689 -1,540	-29%	-$177K	1.02%	29
2025 Q2	$576K	Sell	5,229 -139	-3%	-$13.8K	0.88%	37
2025 Q1	$498K	Buy	5,368 +712	+15%	+$71.8K	0.5%	56
2024 Q4	$473K	Buy	+4,656	New	+$464K	0.47%	55

Other funds holding IVW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Novus Advisors's IVW Position: Q3 2026 in Review

Novus Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 1.1% in Q3 2026, buying an estimated $6.79K and bringing the position to 4,358 shares worth $620K. The position accounts for 1.3% of the portfolio, ranked #24.

Novus Advisors first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. 1,498 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Novus Advisors held 4,358 shares of iShares S&P 500 Growth ETF worth $620K as of Q3 2026.
Novus Advisors bought 49 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $6.79K.
iShares S&P 500 Growth ETF made up 1.3% of Novus Advisors's portfolio in Q3 2026, its #24 holding.
Novus Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
1,498 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Novus Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.