Pacifica Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Pacifica Partners’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	$21.4K	Hold	150	–	–	0.01%	236
2026 Q2	$20.3K	Hold	150	–	–	0.01%	254
2026 Q1	$17K	Hold	150	–	–	0.01%	270
2025 Q4	$18.5K	Hold	150	–	–	0.01%	253
2025 Q3	$18.2K	Hold	150	–	–	0.01%	277
2025 Q2	$16.4K	Hold	150	–	–	0.01%	299
2025 Q1	$13.4K	Hold	150	–	–	0.01%	309
2024 Q4	$15.2K	Sell	150 -20	-12%	-$2K	0.01%	311
2024 Q3	$16.3K	Buy	+170	New	+$15.7K	0.01%	318
2022 Q3	–	Sell	-114	Closed	-$7K	–	486
2022 Q2	$7K	Sell	114 -301	-73%	-$19.9K	﹤0.01%	339
2022 Q1	$30K	Buy	+415	New	+$31.2K	0.02%	210
2020 Q3	–	Sell	-724	Closed	-$38K	–	359
2020 Q2	$38K	Hold	724	–	–	0.04%	138
2020 Q1	$31K	Hold	724	–	–	0.04%	156
2019 Q4	$35K	Buy	+724	New	+$33.6K	0.03%	160

Other funds holding IVW

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Pacifica Partners's IVW Position: Q3 2026 in Review

Pacifica Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 150 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #236.

Pacifica Partners first reported a position in IVW in Q4 2019 and has held it in 14 quarters since. The position peaked at $38K in Q2 2020. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Pacifica Partners held 150 shares of iShares S&P 500 Growth ETF worth $21.4K as of Q3 2026.
Pacifica Partners left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.01% of Pacifica Partners's portfolio in Q3 2026, its #236 holding.
Pacifica Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 14 quarters since.
Pacifica Partners's iShares S&P 500 Growth ETF position peaked at $38K in Q2 2020.
126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.