Premier Path Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Premier Path Wealth 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	$266K	Hold	1,869	–	–	0.03%	344
2026 Q2	$257K	Sell	1,869 -10	-0.5%	-$1.32K	0.03%	375
2026 Q1	$213K	Hold	1,879	–	–	0.03%	387
2025 Q4	$232K	Hold	1,879	–	–	0.03%	373
2025 Q3	$227K	Sell	1,879 -71	-4%	-$8.17K	0.03%	373
2025 Q2	$215K	Buy	+1,950	New	+$193K	0.03%	371
2025 Q1	–	Sell	-2,032	Closed	-$206K	–	380
2024 Q4	$206K	Sell	2,032 -182	-8%	-$18.2K	0.03%	361
2024 Q3	$212K	Buy	+2,214	New	+$204K	0.03%	344

Other funds holding IVW

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

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Premier Path Wealth Partners's IVW Position: Q3 2026 in Review

Premier Path Wealth Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 1,869 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #344.

Premier Path Wealth Partners first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. 676 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Premier Path Wealth Partners held 1,869 shares of iShares S&P 500 Growth ETF worth $266K as of Q3 2026.
Premier Path Wealth Partners 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 Premier Path Wealth Partners's portfolio in Q3 2026, its #344 holding.
Premier Path Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
676 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.