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

Perennial 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	$210K	Hold	1,476	–	–	0.03%	136
2026 Q2	$203K	Buy	+1,476	New	+$195K	0.03%	134
2021 Q3	–	Sell	-1,548	Closed	-$113K	–	170
2021 Q2	$113K	Hold	1,548	–	–	0.03%	99
2021 Q1	$101K	Buy	+1,548	New	+$100K	0.03%	104

Other funds holding IVW

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

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

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Perennial Advisors's IVW Position: Q3 2026 in Review

Perennial Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 1,476 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #136.

Perennial Advisors first reported a position in IVW in Q1 2021 and has held it in 4 quarters since. 255 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Perennial Advisors held 1,476 shares of iShares S&P 500 Growth ETF worth $210K as of Q3 2026.
Perennial Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.03% of Perennial Advisors's portfolio in Q3 2026, its #136 holding.
Perennial Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 4 quarters since.
255 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.