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

Ridgeline Wealth’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	$219K	Hold	1,513	–	–	0.12%	55
2026 Q2	$208K	Buy	+1,513	New	+$200K	0.12%	59
2025 Q4	–	Sell	-1,816	Closed	-$219K	–	54
2025 Q3	$219K	Sell	1,816 -41	-2%	-$4.72K	0.16%	48
2025 Q2	$204K	Sell	1,857 -395	-18%	-$39.1K	0.17%	48
2025 Q1	$209K	Sell	2,252 -46	-2%	-$4.64K	0.18%	52
2024 Q4	$233K	Buy	+2,298	New	+$229K	0.19%	52

Other funds holding IVW

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

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

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

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

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Ridgeline Wealth's IVW Position: Q3 2026 in Review

Ridgeline Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 1,513 shares worth $219K. The position accounts for 0.12% of the portfolio, ranked #55.

Ridgeline Wealth first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $233K in Q4 2024. 699 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Ridgeline Wealth held 1,513 shares of iShares S&P 500 Growth ETF worth $219K as of Q3 2026.
Ridgeline Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.12% of Ridgeline Wealth's portfolio in Q3 2026, its #55 holding.
Ridgeline Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Ridgeline Wealth's iShares S&P 500 Growth ETF position peaked at $233K in Q4 2024.
699 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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