Omni 360 Wealth
IVW icon

Omni 360 Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Omni 360 Wealth’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 		$3.95M Buy
27,780
+1,286
+5% +$178K 1.79% 15
2026
Q2 		$3.64M Buy
26,494
+2,059
+8% +$272K 1.68% 16
2026
Q1 		$2.76M Buy
24,435
+1,948
+9% +$234K 1.43% 20
2025
Q4 		$2.78M Sell
22,487
-1,887
-8% -$231K 1.42% 19
2025
Q3 		$2.94M Buy
24,374
+645
+3% +$74.2K 1.65% 15
2025
Q2 		$2.61M Buy
23,729
+941
+4% +$93.1K 1.62% 17
2025
Q1 		$2.12M Buy
22,788
+173
+0.8% +$17.4K 1.42% 19
2024
Q4 		$2.3M Buy
22,615
+2,195
+11% +$219K 1.53% 17
2024
Q3 		$1.96M Buy
20,420
+2,692
+15% +$249K 1.34% 20
2024
Q2 		$1.64M Buy
17,728
+11,837
+201% +$1.02M 1.25% 21
2024
Q1 		$497K Sell
5,891
-2,125
-27% -$171K 0.41% 58
2023
Q4 		$602K Buy
+8,016
New +$571K 0.56% 48

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 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
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
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
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Omni 360 Wealth's IVW Position: Q3 2026 in Review

Omni 360 Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 4.9% in Q3 2026, buying an estimated $178K and bringing the position to 27,780 shares worth $3.95M. The position accounts for 1.79% of the portfolio, ranked #15.

Omni 360 Wealth first reported a position in IVW in Q4 2023 and has held it in 12 quarters since. 836 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Omni 360 Wealth held 27,780 shares of iShares S&P 500 Growth ETF worth $3.95M as of Q3 2026.
  • Omni 360 Wealth bought 1,286 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $178K.
  • iShares S&P 500 Growth ETF made up 1.79% of Omni 360 Wealth's portfolio in Q3 2026, its #15 holding.
  • Omni 360 Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 836 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.