Processus Wealth & Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Processus Wealth & Capital 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	$1.21M	Hold	8,540	–	–	0.71%	31
2026 Q2	$1.17M	Sell	8,540 -54	-0.6%	-$7.13K	0.7%	31
2026 Q1	$972K	Buy	8,594 +382	+5%	+$45.9K	0.66%	31
2025 Q4	$1.01M	Sell	8,212 -143	-2%	-$17.5K	0.67%	31
2025 Q3	$1.01M	Sell	8,355 -4,198	-33%	-$483K	0.72%	31
2025 Q2	$1.38M	Sell	12,553 -298	-2%	-$29.5K	1.09%	30
2025 Q1	$1.19M	Buy	12,851 +641	+5%	+$64.6K	1.02%	32
2024 Q4	$1.24M	Buy	12,210 +246	+2%	+$24.5K	0.99%	32
2024 Q3	$1.15M	Sell	11,964 -459	-4%	-$42.4K	0.94%	32
2024 Q2	$1.15M	Buy	12,423 +122	+1%	+$10.5K	0.95%	31
2024 Q1	$1.04M	Sell	12,301 -600	-5%	-$48.2K	0.92%	31
2023 Q4	$969K	Buy	+12,901	New	+$918K	0.97%	33

Other funds holding IVW

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

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 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

Processus Wealth & Capital Management's IVW Position: Q3 2026 in Review

Processus Wealth & Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 8,540 shares worth $1.21M. The position accounts for 0.71% of the portfolio, ranked #31.

Processus Wealth & Capital Management first reported a position in IVW in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.38M in Q2 2025. 966 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Processus Wealth & Capital Management held 8,540 shares of iShares S&P 500 Growth ETF worth $1.21M as of Q3 2026.
Processus Wealth & Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.71% of Processus Wealth & Capital Management's portfolio in Q3 2026, its #31 holding.
Processus Wealth & Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
Processus Wealth & Capital Management's iShares S&P 500 Growth ETF position peaked at $1.38M in Q2 2025.
966 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.