Proactive Wealth Strategies
IVW icon

Proactive Wealth Strategies’s iShares S&P 500 Growth ETF IVW Stock Holding History

Proactive Wealth Strategies’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 		$2.5M Sell
17,593
-470
-3% -$65.2K 0.39% 67
2026
Q2 		$2.48M Sell
18,063
-86
-0.5% -$11.4K 0.4% 68
2026
Q1 		$2.05M Buy
18,149
+9,332
+106% +$1.12M 0.39% 67
2025
Q4 		$1.09M Buy
8,817
+86
+1% +$10.5K 0.43% 63
2025
Q3 		$1.05M Sell
8,731
-22
-0.3% -$2.53K 0.45% 62
2025
Q2 		$964K Sell
8,753
-590
-6% -$58.4K 0.46% 65
2025
Q1 		$867K Buy
9,343
+71
+0.8% +$7.16K 0.46% 61
2024
Q4 		$941K Buy
9,272
+547
+6% +$54.6K 0.49% 56
2024
Q3 		$835K Buy
+8,725
New +$806K 0.46% 58

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Proactive Wealth Strategies's IVW Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.6% in Q3 2026, selling an estimated $65.2K and leaving 17,593 shares worth $2.5M. The position accounts for 0.39% of the portfolio, ranked #67.

Proactive Wealth Strategies first reported a position in IVW in Q3 2024 and has held it in 9 quarters since. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Proactive Wealth Strategies held 17,593 shares of iShares S&P 500 Growth ETF worth $2.5M as of Q3 2026.
  • Proactive Wealth Strategies sold 470 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $65.2K.
  • iShares S&P 500 Growth ETF made up 0.39% of Proactive Wealth Strategies's portfolio in Q3 2026, its #67 holding.
  • Proactive Wealth Strategies first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 9 quarters since.
  • 1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.