Phillips Financial Management
IVW icon

Phillips Financial Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Phillips Financial Management’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 		$532K Hold
3,739
– – 0.04% 139
2026
Q2 		$514K Hold
3,739
– – 0.04% 140
2026
Q1 		$423K Sell
3,739
-134
-3% -$16.1K 0.03% 149
2025
Q4 		$477K Sell
3,873
-24
-0.6% -$2.94K 0.03% 145
2025
Q3 		$470K Hold
3,897
– – 0.03% 153
2025
Q2 		$429K Hold
3,897
– – 0.03% 147
2025
Q1 		$362K Hold
3,897
– – 0.03% 147
2024
Q4 		$396K Sell
3,897
-13
-0.3% -$1.3K 0.03% 141
2024
Q3 		$374K Sell
3,910
-332
-8% -$30.7K 0.03% 143
2024
Q2 		$393K Buy
4,242
+65
+2% +$5.6K 0.03% 140
2024
Q1 		$353K Sell
4,177
-25
-0.6% -$2.01K 0.03% 145
2023
Q4 		$316K Sell
4,202
-974
-19% -$69.3K 0.03% 149
2023
Q3 		$354K Sell
5,176
-825
-14% -$58.4K 0.03% 142
2023
Q2 		$423K Hold
6,001
– – 0.04% 130
2023
Q1 		$383K Sell
6,001
-1,317
-18% -$80.5K 0.04% 131
2022
Q4 		$428K Sell
7,318
-1,480
-17% -$88.9K 0.04% 117
2022
Q3 		$509K Buy
+8,798
New +$572K 0.06% 113
2022
Q2 		– Sell
-14,424
Closed -$1.1M – 125
2022
Q1 		$1.1M Sell
14,424
-3,143
-18% -$236K 0.1% 81
2021
Q4 		$1.47M Hold
17,567
– – 0.14% 68
2021
Q3 		$1.3M Hold
17,567
– – 0.13% 68
2021
Q2 		$1.28M Hold
17,567
– – 0.13% 70
2021
Q1 		$1.14M Sell
17,567
-4,173
-19% -$270K 0.14% 68
2020
Q4 		$1.39M Buy
+21,740
New +$1.32M 0.19% 66

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Phillips Financial Management's IVW Position: Q3 2026 in Review

Phillips Financial Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 3,739 shares worth $532K. The position accounts for 0.04% of the portfolio, ranked #139.

Phillips Financial Management first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.47M in Q4 2021. 1,275 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Phillips Financial Management held 3,739 shares of iShares S&P 500 Growth ETF worth $532K as of Q3 2026.
  • Phillips Financial Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.04% of Phillips Financial Management's portfolio in Q3 2026, its #139 holding.
  • Phillips Financial Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Phillips Financial Management's iShares S&P 500 Growth ETF position peaked at $1.47M in Q4 2021.
  • 1,275 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.