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

Oak Wealth 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	$580K	Sell	4,074 -251	-6%	-$34.8K	0.26%	45
2026 Q2	$595K	Hold	4,325	–	–	0.29%	45
2026 Q1	$489K	Sell	4,325 -848	-16%	-$102K	0.27%	43
2025 Q4	$638K	Hold	5,173	–	–	0.37%	37
2025 Q3	$624K	Sell	5,173 -3	-0.1%	-$345	0.36%	39
2025 Q2	$570K	Hold	5,176	–	–	0.37%	40
2025 Q1	$480K	Sell	5,176 -414	-7%	-$41.7K	0.36%	33
2024 Q4	$568K	Buy	+5,590	New	+$558K	0.44%	30

Other funds holding IVW

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

M&T Bank Buffalo, New York $34.1B AUM 21.87% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Oak Wealth Advisors's IVW Position: Q3 2026 in Review

Oak Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.8% in Q3 2026, selling an estimated $34.8K and leaving 4,074 shares worth $580K. The position accounts for 0.26% of the portfolio, ranked #45.

Oak Wealth Advisors first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. The position peaked at $638K in Q4 2025. 1,591 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Oak Wealth Advisors held 4,074 shares of iShares S&P 500 Growth ETF worth $580K as of Q3 2026.
Oak Wealth Advisors sold 251 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $34.8K.
iShares S&P 500 Growth ETF made up 0.26% of Oak Wealth Advisors's portfolio in Q3 2026, its #45 holding.
Oak Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
Oak Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $638K in Q4 2025.
1,591 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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