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Shira Ridge Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Shira Ridge 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 		$507K Buy
3,567
+92
+3% +$12.8K 0.18% 48
2026
Q2 		$478K Buy
3,475
+243
+8% +$32.1K 0.17% 53
2026
Q1 		$366K Buy
3,232
+91
+3% +$10.9K 0.14% 57
2025
Q4 		$387K Buy
3,141
+10
+0.3% +$1.22K 0.16% 57
2025
Q3 		$378K Buy
3,131
+14
+0.4% +$1.61K 0.16% 58
2025
Q2 		$343K Sell
3,117
-150
-5% -$14.8K 0.16% 58
2025
Q1 		$303K Buy
3,267
+161
+5% +$16.2K 0.15% 59
2024
Q4 		$315K Sell
3,106
-101
-3% -$10.1K 0.15% 61
2024
Q3 		$307K Buy
3,207
+280
+10% +$25.9K 0.16% 64
2024
Q2 		$271K Buy
+2,927
New +$252K 0.15% 67

Other funds holding IVW

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Shira Ridge Wealth Management's IVW Position: Q3 2026 in Review

Shira Ridge Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 2.6% in Q3 2026, buying an estimated $12.8K and bringing the position to 3,567 shares worth $507K. The position accounts for 0.18% of the portfolio, ranked #48.

Shira Ridge Wealth Management first reported a position in IVW in Q2 2024 and has held it in 10 quarters since. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Shira Ridge Wealth Management held 3,567 shares of iShares S&P 500 Growth ETF worth $507K as of Q3 2026.
  • Shira Ridge Wealth Management bought 92 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $12.8K.
  • iShares S&P 500 Growth ETF made up 0.18% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Shira Ridge Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 10 quarters since.
  • 126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.