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

Opal 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	$936K	Sell	6,581 -48	-0.7%	-$6.65K	0.2%	58
2026 Q2	$912K	Sell	6,629 -258	-4%	-$34.1K	0.2%	57
2026 Q1	$779K	Sell	6,887 -961	-12%	-$116K	0.18%	59
2025 Q4	$967K	Buy	7,848 +1,860	+31%	+$228K	0.25%	51
2025 Q3	$723K	Sell	5,988 -230	-4%	-$26.5K	0.2%	67
2025 Q2	$685K	Buy	6,218 +5,370	+633%	+$532K	0.19%	67
2025 Q1	$78.7K	Sell	848 -5,452	-87%	-$550K	0.02%	298
2024 Q4	$640K	Buy	+6,300	New	+$628K	0.19%	75
2024 Q3	–	Sell	-1,339	Closed	-$124K	–	684
2024 Q2	$124K	Buy	+1,339	New	+$115K	0.04%	246
2023 Q1	–	Sell	-18,890	Closed	-$1.11M	–	126
2022 Q4	$1.11M	Buy	18,890 +7,206	+62%	+$433K	0.61%	25
2022 Q3	$676K	Buy	11,684 +947	+9%	+$61.5K	0.49%	30
2022 Q2	$648K	Buy	+10,737	New	+$711K	0.43%	35

Other funds holding IVW

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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

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

Opal Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.72% in Q3 2026, selling an estimated $6.65K and leaving 6,581 shares worth $936K. The position accounts for 0.2% of the portfolio, ranked #58.

Opal Wealth Advisors first reported a position in IVW in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.11M in Q4 2022. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Opal Wealth Advisors held 6,581 shares of iShares S&P 500 Growth ETF worth $936K as of Q3 2026.
Opal Wealth Advisors sold 48 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $6.65K.
iShares S&P 500 Growth ETF made up 0.2% of Opal Wealth Advisors's portfolio in Q3 2026, its #58 holding.
Opal Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 12 quarters since.
Opal Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $1.11M in Q4 2022.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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