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Patriot Investment Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Patriot Investment Management Group’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 		$6.63M Sell
46,612
-3,114
-6% -$432K 0.38% 40
2026
Q2 		$6.84M Sell
49,726
-258
-0.5% -$34.1K 0.4% 37
2026
Q1 		$5.65M Sell
49,984
-128
-0.3% -$15.4K 0.36% 39
2025
Q4 		$6.18M Sell
50,112
-3,035
-6% -$371K 0.39% 39
2025
Q3 		$6.42M Sell
53,147
-6,160
-10% -$708K 0.42% 35
2025
Q2 		$6.53M Sell
59,307
-924
-2% -$91.5K 0.45% 35
2025
Q1 		$5.59M Hold
60,231
– – 0.42% 37
2024
Q4 		$6.12M Buy
60,231
+432
+0.7% +$43.1K 0.46% 34
2024
Q3 		$5.73M Sell
59,799
-231
-0.4% -$21.3K 0.42% 36
2024
Q2 		$5.56M Sell
60,030
-1,280
-2% -$110K 0.43% 38
2024
Q1 		$5.18M Sell
61,310
-51
-0.1% -$4.1K 0.41% 39
2023
Q4 		$4.61M Sell
61,361
-349
-0.6% -$24.8K 0.39% 38
2023
Q3 		$4.22M Sell
61,710
-24
-0% -$1.7K 0.39% 42
2023
Q2 		$4.35M Sell
61,734
-145
-0.2% -$9.59K 0.37% 44
2023
Q1 		$3.95M Sell
61,879
-1,718
-3% -$105K 0.35% 44
2022
Q4 		$3.93M Sell
63,597
-1,000
-2% -$60K 0.34% 43
2022
Q3 		$3.74M Sell
64,597
-809
-1% -$52.6K 0.39% 44
2022
Q2 		$3.95M Sell
65,406
-561
-0.9% -$37.1K 0.39% 42
2022
Q1 		$5.04M Buy
65,967
+687
+1% +$51.6K 0.44% 38
2021
Q4 		$5.46M Sell
65,280
-539
-0.8% -$43.4K 0.46% 37
2021
Q3 		$4.86M Hold
65,819
– – 0.44% 38
2021
Q2 		$4.79M Buy
65,819
+4
+0% +$277 0.44% 39
2021
Q1 		$4.29M Buy
65,815
+17,659
+37% +$1.14M 0.42% 39
2020
Q4 		$3.07M Sell
48,156
-17,928
-27% -$1.09M 0.46% 31
2020
Q3 		$3.82M Buy
66,084
+4
+0% +$226 0.46% 38
2020
Q2 		$3.43M Sell
66,080
-396
-0.6% -$19K 0.43% 42
2020
Q1 		$2.74M Sell
66,476
-668
-1% -$31.6K 0.42% 41
2019
Q4 		$3.25M Hold
67,144
– – 0.42% 43
2019
Q3 		$2.99M Hold
67,144
– – 0.41% 43
2019
Q2 		$3.01M Sell
67,144
-2,680
-4% -$118K 0.42% 42
2019
Q1 		$3.01M Buy
+69,824
New +$2.86M 0.44% 42

Other funds holding IVW

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EWA
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
SIA
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Patriot Investment Management Group's IVW Position: Q3 2026 in Review

Patriot Investment Management Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.3% in Q3 2026, selling an estimated $432K and leaving 46,612 shares worth $6.63M. The position accounts for 0.38% of the portfolio, ranked #40.

Patriot Investment Management Group first reported a position in IVW in Q1 2019 and has held it in 31 quarters since. The position peaked at $6.84M in Q2 2026. 416 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Patriot Investment Management Group held 46,612 shares of iShares S&P 500 Growth ETF worth $6.63M as of Q3 2026.
  • Patriot Investment Management Group sold 3,114 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $432K.
  • iShares S&P 500 Growth ETF made up 0.38% of Patriot Investment Management Group's portfolio in Q3 2026, its #40 holding.
  • Patriot Investment Management Group first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 31 quarters since.
  • Patriot Investment Management Group's iShares S&P 500 Growth ETF position peaked at $6.84M in Q2 2026.
  • 416 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Patriot Investment Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.