Plan Group Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Plan Group Financial’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	$206K	Sell	1,471 -2,195	-60%	-$304K	0.04%	218
2026 Q2	$504K	Sell	3,666 -698	-16%	-$92.2K	0.1%	128
2026 Q1	$494K	Buy	4,364 +2,457	+129%	+$296K	0.12%	126
2025 Q4	$235K	Sell	1,907 -357	-16%	-$43.7K	0.06%	177
2025 Q3	$273K	Buy	2,264 +257	+13%	+$29.6K	0.07%	149
2025 Q2	$221K	Buy	+2,007	New	+$199K	0.07%	146
2025 Q1	–	Sell	-2,007	Closed	-$204K	–	150
2024 Q4	$204K	Sell	2,007 -102	-5%	-$10.2K	0.11%	111
2024 Q3	$202K	Buy	+2,109	New	+$195K	0.11%	109

Other funds holding IVW

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

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

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Plan Group Financial's IVW Position: Q3 2026 in Review

Plan Group Financial reduced its iShares S&P 500 Growth ETF (IVW) stake by 60% in Q3 2026, selling an estimated $304K and leaving 1,471 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #218.

Plan Group Financial first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. The position peaked at $504K in Q2 2026. 829 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Plan Group Financial held 1,471 shares of iShares S&P 500 Growth ETF worth $206K as of Q3 2026.
Plan Group Financial sold 2,195 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $304K.
iShares S&P 500 Growth ETF made up 0.04% of Plan Group Financial's portfolio in Q3 2026, its #218 holding.
Plan Group Financial first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Plan Group Financial's iShares S&P 500 Growth ETF position peaked at $504K in Q2 2026.
829 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.