Optivise Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Optivise Advisory Services’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	$1.27M	Sell	8,908 -459	-5%	-$63.6K	0.62%	42
2026 Q2	$1.29M	Sell	9,367 -1,034	-10%	-$137K	0.65%	40
2026 Q1	$1.18M	Sell	10,401 -5,942	-36%	-$715K	0.71%	34
2025 Q4	$2.01M	Sell	16,343 -1,240	-7%	-$152K	1.16%	16
2025 Q3	$2.12M	Sell	17,583 -2,099	-11%	-$241K	1.26%	16
2025 Q2	$2.17M	Buy	19,682 +6,982	+55%	+$691K	1.11%	18
2025 Q1	$1.18M	Sell	12,700 -23,716	-65%	-$2.39M	0.66%	37
2024 Q4	$3.7M	Buy	36,416 +11,775	+48%	+$1.17M	1.99%	7
2024 Q3	$2.36M	Buy	24,641 +838	+4%	+$77.4K	1.24%	15
2024 Q2	$2.2M	Buy	+23,803	New	+$2.05M	1.19%	22

Other funds holding IVW

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 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

Optivise Advisory Services's IVW Position: Q3 2026 in Review

Optivise Advisory Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.9% in Q3 2026, selling an estimated $63.6K and leaving 8,908 shares worth $1.27M. The position accounts for 0.62% of the portfolio, ranked #42.

Optivise Advisory Services first reported a position in IVW in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.7M in Q4 2024. 825 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Optivise Advisory Services held 8,908 shares of iShares S&P 500 Growth ETF worth $1.27M as of Q3 2026.
Optivise Advisory Services sold 459 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $63.6K.
iShares S&P 500 Growth ETF made up 0.62% of Optivise Advisory Services's portfolio in Q3 2026, its #42 holding.
Optivise Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's iShares S&P 500 Growth ETF position peaked at $3.7M in Q4 2024.
825 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.