Roxbury Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Roxbury Financial’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	$82.7K	Hold	581	–	–	0.06%	159
2026 Q2	$80K	Hold	581	–	–	0.06%	162
2026 Q1	$65.8K	Hold	581	–	–	0.06%	166
2025 Q4	$71.6K	Buy	581 +1	+0.2%	+$122	0.06%	156
2025 Q3	$70K	Buy	580 +1	+0.2%	+$115	0.06%	151
2025 Q2	$63.8K	Buy	579 +34	+6%	+$3.36K	0.06%	152
2025 Q1	$55.2K	Sell	545 -498	-48%	-$50.2K	0.05%	159
2024 Q4	$105K	Buy	+1,043	New	+$104K	0.1%	113

Other funds holding IVW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Roxbury Financial's IVW Position: Q3 2026 in Review

Roxbury Financial held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 581 shares worth $82.7K. The position accounts for 0.06% of the portfolio, ranked #159.

Roxbury Financial first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. The position peaked at $105K in Q4 2024. 1,591 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Roxbury Financial held 581 shares of iShares S&P 500 Growth ETF worth $82.7K as of Q3 2026.
Roxbury Financial left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.06% of Roxbury Financial's portfolio in Q3 2026, its #159 holding.
Roxbury Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's iShares S&P 500 Growth ETF position peaked at $105K in Q4 2024.
1,591 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.