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

Seros 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	$295K	Sell	2,073 -19	-0.9%	-$2.63K	0.15%	51
2026 Q2	$288K	Sell	2,092 -250	-11%	-$33K	0.15%	48
2026 Q1	$265K	Sell	2,342 -2,613	-53%	-$314K	0.17%	47
2025 Q4	$611K	Buy	4,955 +1	+0%	+$122	0.36%	33
2025 Q3	$598K	Buy	4,954 +1	+0%	+$115	0.36%	30
2025 Q2	$545K	Buy	4,953 +2	+0%	+$198	0.35%	33
2025 Q1	$460K	Sell	4,951 -356	-7%	-$35.9K	0.34%	34
2024 Q4	$491K	Buy	+5,307	New	+$529K	0.44%	30

Other funds holding IVW

Park Avenue Securities New York $16.4B AUM 18.52% 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

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

Seros Financial's IVW Position: Q3 2026 in Review

Seros Financial reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.91% in Q3 2026, selling an estimated $2.63K and leaving 2,073 shares worth $295K. The position accounts for 0.15% of the portfolio, ranked #51.

Seros Financial first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. The position peaked at $611K in Q4 2025. 829 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Seros Financial held 2,073 shares of iShares S&P 500 Growth ETF worth $295K as of Q3 2026.
Seros Financial sold 19 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $2.63K.
iShares S&P 500 Growth ETF made up 0.15% of Seros Financial's portfolio in Q3 2026, its #51 holding.
Seros Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
Seros Financial's iShares S&P 500 Growth ETF position peaked at $611K in Q4 2025.
829 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Seros Financial's 13F filing for Q3 2026, filed 21 Oct 2026.