St. Clair Advisors
IVW icon

St. Clair Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

St. Clair Advisors’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 		$6.64M Buy
46,663
+3
+0% +$416 1.65% 11
2026
Q2 		$6.42M Sell
46,660
-1,357
-3% -$179K 1.65% 10
2026
Q1 		$5.43M Sell
48,017
-2,033
-4% -$245K 1.45% 12
2025
Q4 		$6.17M Buy
50,050
+4
+0% +$490 1.59% 10
2025
Q3 		$6.04M Buy
50,046
+3
+0% +$345 1.6% 9
2025
Q2 		$5.51M Sell
50,043
-787
-2% -$77.9K 1.44% 10
2025
Q1 		$4.72M Sell
50,830
-136
-0.3% -$13.7K 1.32% 11
2024
Q4 		$5.17M Buy
50,966
+4
+0% +$399 1.49% 9
2024
Q3 		$4.88M Sell
50,962
-3,721
-7% -$344K 1.39% 9
2024
Q2 		$5.06M Buy
54,683
+3
+0% +$259 1.61% 7
2024
Q1 		$4.62M Buy
54,680
+3
+0% +$241 1.5% 8
2023
Q4 		$4.11M Sell
54,677
-3,208
-6% -$228K 1.42% 10
2023
Q3 		$3.96M Sell
57,885
-1,075
-2% -$76.1K 1.56% 9
2023
Q2 		$4.16M Buy
58,960
+6
+0% +$397 1.62% 8
2023
Q1 		$3.77M Buy
58,954
+9
+0% +$550 1.64% 8
2022
Q4 		$3.45M Buy
58,945
+15
+0% +$901 2.17% 6
2022
Q3 		$3.41M Hold
58,930
– – 2.73% 6
2022
Q2 		$3.56M Buy
58,930
+1,549
+3% +$103K 2.88% 7
2022
Q1 		$4.38M Buy
57,381
+695
+1% +$52.2K 2.98% 5
2021
Q4 		$4.74M Sell
56,686
-3,490
-6% -$281K 2.72% 6
2021
Q3 		$4.45M Buy
60,176
+38,036
+172% +$2.9M 3.08% 3
2021
Q2 		$1.61M Hold
22,140
– – 1.21% 13
2021
Q1 		$1.44M Hold
22,140
– – 1.15% 13
2020
Q4 		$1.41M Buy
+22,140
New +$1.34M 1.34% 11

Other funds holding IVW

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
ShoreHaven Wealth Partners
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

St. Clair Advisors's IVW Position: Q3 2026 in Review

St. Clair Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q3 2026, buying an estimated $416 and bringing the position to 46,663 shares worth $6.64M. The position accounts for 1.65% of the portfolio, ranked #11.

St. Clair Advisors first reported a position in IVW in Q4 2020 and has held it in 24 quarters since. 633 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • St. Clair Advisors held 46,663 shares of iShares S&P 500 Growth ETF worth $6.64M as of Q3 2026.
  • St. Clair Advisors bought 3 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $416.
  • iShares S&P 500 Growth ETF made up 1.65% of St. Clair Advisors's portfolio in Q3 2026, its #11 holding.
  • St. Clair Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.