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

Quadrant Private Wealth 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	$15.1M	Buy	+106,261	New	+$14.7M	2.01%	8
2026 Q2	–	Sell	-101,367	Closed	-$11.5M	–	224
2026 Q1	$11.5M	Buy	101,367 +6,916	+7%	+$832K	1.77%	9
2025 Q4	$11.6M	Buy	94,451 +7,552	+9%	+$924K	1.91%	10
2025 Q3	$10.5M	Buy	86,899 +3,867	+5%	+$445K	1.92%	12
2025 Q2	$9.14M	Buy	83,032 +6,252	+8%	+$619K	1.9%	9
2025 Q1	$7.13M	Buy	76,780 +7,042	+10%	+$710K	1.78%	11
2024 Q4	$7.08M	Buy	69,738 +4,264	+7%	+$425K	1.74%	11
2024 Q3	$6.27M	Buy	65,474 +95	+0.1%	+$8.77K	1.55%	14
2024 Q2	$6.05M	Buy	65,379 +32,747	+100%	+$2.82M	1.39%	14
2024 Q1	$2.76M	Buy	32,632 +16,127	+98%	+$1.3M	0.7%	38
2023 Q4	$1.24M	Buy	16,505 +2,630	+19%	+$187K	0.34%	74
2023 Q3	$952K	Buy	13,875 +7,433	+115%	+$526K	0.32%	76
2023 Q2	$454K	Buy	+6,442	New	+$426K	0.13%	138

Other funds holding IVW

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Quadrant Private Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 106,261 shares worth $15.1M. The stake represents 2.01% of the portfolio and ranks #8 among its holdings. This is a return to the name: Quadrant Private Wealth Management previously reported a position in IVW as recently as Q1 2026.

Quadrant Private Wealth Management first reported a position in IVW in Q2 2023 and has held it in 13 quarters since. 1,257 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Quadrant Private Wealth Management held 106,261 shares of iShares S&P 500 Growth ETF worth $15.1M as of Q3 2026.
iShares S&P 500 Growth ETF was a new Quadrant Private Wealth Management position in Q3 2026.
iShares S&P 500 Growth ETF made up 2.01% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #8 holding.
Quadrant Private Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
1,257 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.