OFC Financial Planning
IVW icon

OFC Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

OFC Financial Planning’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 		$1.46M Hold
10,233
– – 1.25% 20
2026
Q2 		$1.41M Sell
10,233
-365
-3% -$48.2K 1.25% 23
2026
Q1 		$1.2M Hold
10,598
– – 1.18% 24
2025
Q4 		$1.31M Hold
10,598
– – 1.24% 19
2025
Q3 		$1.28M Hold
10,598
– – 1.27% 18
2025
Q2 		$1.17M Sell
10,598
-1,766
-14% -$175K 1.24% 20
2025
Q1 		$1.15M Sell
12,364
-240
-2% -$24.2K 1.3% 18
2024
Q4 		$1.28M Buy
+12,604
New +$1.26M 1.35% 17

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

OFC Financial Planning's IVW Position: Q3 2026 in Review

OFC Financial Planning held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 10,233 shares worth $1.46M. The position accounts for 1.25% of the portfolio, ranked #20.

OFC Financial Planning first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • OFC Financial Planning held 10,233 shares of iShares S&P 500 Growth ETF worth $1.46M as of Q3 2026.
  • OFC Financial Planning left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 1.25% of OFC Financial Planning's portfolio in Q3 2026, its #20 holding.
  • OFC Financial Planning first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.