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

ORBA 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	$278K	Sell	1,954 -969	-33%	-$134K	0.24%	67
2026 Q2	$402K	Sell	2,923 -2,555	-47%	-$337K	0.34%	59
2026 Q1	$620K	Hold	5,478	–	–	0.74%	39
2025 Q4	$675K	Hold	5,478	–	–	0.59%	44
2025 Q3	$661K	Hold	5,478	–	–	0.54%	43
2025 Q2	$603K	Sell	5,478 -490	-8%	-$48.5K	0.55%	43
2025 Q1	$554K	Hold	5,968	–	–	0.28%	61
2024 Q4	$606K	Hold	5,968	–	–	0.32%	55
2024 Q3	$571K	Sell	5,968 -452	-7%	-$41.7K	0.29%	56
2024 Q2	$594K	Buy	6,420 +820	+15%	+$70.7K	0.31%	52
2024 Q1	$473K	Sell	5,600 -400	-7%	-$32.1K	0.26%	61
2023 Q4	$451K	Buy	+6,000	New	+$427K	0.27%	56

Other funds holding IVW

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

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

ORBA Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 33% in Q3 2026, selling an estimated $134K and leaving 1,954 shares worth $278K. The position accounts for 0.24% of the portfolio, ranked #67.

ORBA Wealth Advisors first reported a position in IVW in Q4 2023 and has held it in 12 quarters since. The position peaked at $675K in Q4 2025. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

ORBA Wealth Advisors held 1,954 shares of iShares S&P 500 Growth ETF worth $278K as of Q3 2026.
ORBA Wealth Advisors sold 969 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $134K.
iShares S&P 500 Growth ETF made up 0.24% of ORBA Wealth Advisors's portfolio in Q3 2026, its #67 holding.
ORBA Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
ORBA Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $675K in Q4 2025.
1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.