Private Wealth Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Private Wealth 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	$1.36M	Hold	9,588	–	–	0.31%	38
2026 Q2	$1.32M	Hold	9,588	–	–	0.31%	39
2026 Q1	$1.08M	Sell	9,588 -960	-9%	-$115K	0.28%	38
2025 Q4	$1.3M	Buy	10,548 +784	+8%	+$96K	0.35%	33
2025 Q3	$1.18M	Hold	9,764	–	–	0.32%	36
2025 Q2	$1.08M	Hold	9,764	–	–	0.36%	35
2025 Q1	$906K	Sell	9,764 -500	-5%	-$50.4K	0.33%	37
2024 Q4	$1.04M	Hold	10,264	–	–	0.4%	34
2024 Q3	$983K	Hold	10,264	–	–	0.39%	35
2024 Q2	$950K	Sell	10,264 -750	-7%	-$64.7K	0.41%	33
2024 Q1	$930K	Sell	11,014 -865	-7%	-$69.5K	0.42%	33
2023 Q4	$892K	Buy	+11,879	New	+$846K	0.44%	32

Other funds holding IVW

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Private Wealth Management Group's IVW Position: Q3 2026 in Review

Private Wealth Management Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 9,588 shares worth $1.36M. The position accounts for 0.31% of the portfolio, ranked #38.

Private Wealth Management Group first reported a position in IVW in Q4 2023 and has held it in 12 quarters since. 1,832 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Private Wealth Management Group held 9,588 shares of iShares S&P 500 Growth ETF worth $1.36M as of Q3 2026.
Private Wealth Management Group left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.31% of Private Wealth Management Group's portfolio in Q3 2026, its #38 holding.
Private Wealth Management Group first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
1,832 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.