SMI Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

SMI Advisory Services’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	$248K	Hold	1,708	–	–	0.04%	57
2026 Q2	$234K	Buy	+1,708	New	+$226K	0.04%	59
2026 Q1	–	Sell	-1,708	Closed	-$214K	–	62
2025 Q4	$214K	Hold	1,708	–	–	0.04%	58
2025 Q3	$207K	Buy	+1,708	New	+$196K	0.04%	54

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

SMI Advisory Services's IVW Position: Q3 2026 in Review

SMI Advisory Services held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 1,708 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #57.

SMI Advisory Services first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. 633 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

SMI Advisory Services held 1,708 shares of iShares S&P 500 Growth ETF worth $248K as of Q3 2026.
SMI Advisory Services left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.04% of SMI Advisory Services's portfolio in Q3 2026, its #57 holding.
SMI Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
633 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.