Oasis Advisors
IVW icon

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

Oasis 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 		$504K Buy
3,539
+287
+9% +$39.8K 0.21% 49
2026
Q2 		$447K Buy
+3,252
New +$429K 0.29% 41
2026
Q1 		– Sell
-3,646
Closed -$449K – 221
2025
Q4 		$449K Buy
+3,646
New +$446K 0.24% 49

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Oasis Advisors's IVW Position: Q3 2026 in Review

Oasis Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 8.8% in Q3 2026, buying an estimated $39.8K and bringing the position to 3,539 shares worth $504K. The position accounts for 0.21% of the portfolio, ranked #49.

Oasis Advisors first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 1,059 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Oasis Advisors held 3,539 shares of iShares S&P 500 Growth ETF worth $504K as of Q3 2026.
  • Oasis Advisors bought 287 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $39.8K.
  • iShares S&P 500 Growth ETF made up 0.21% of Oasis Advisors's portfolio in Q3 2026, its #49 holding.
  • Oasis Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,059 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.