15 Wealth Advisors LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

15 Wealth Advisors LLC’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	$557K	Buy	+3,913	New	+$542K	0.14%	66

Other funds holding IVW

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

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

WWG

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

FLA

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

15 Wealth Advisors LLC's IVW Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 3,913 shares worth $557K. The stake represents 0.14% of the portfolio and ranks #66 among its holdings.

290 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

15 Wealth Advisors LLC held 3,913 shares of iShares S&P 500 Growth ETF worth $557K as of Q3 2026.
iShares S&P 500 Growth ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
iShares S&P 500 Growth ETF made up 0.14% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #66 holding.
290 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.