StackStone Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

StackStone Wealth’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	$7.81M	Buy	+54,881	New	+$7.61M	0.77%	38

Other funds holding IVW

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

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 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

Vise Technologies New York $12B AUM 18.78% 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

StackStone Wealth's IVW Position: Q3 2026 in Review

StackStone Wealth opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 54,881 shares worth $7.81M. The stake represents 0.77% of the portfolio and ranks #38 among its holdings.

1,021 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

StackStone Wealth held 54,881 shares of iShares S&P 500 Growth ETF worth $7.81M as of Q3 2026.
iShares S&P 500 Growth ETF was a new StackStone Wealth position in Q3 2026.
iShares S&P 500 Growth ETF made up 0.77% of StackStone Wealth's portfolio in Q3 2026, its #38 holding.
1,021 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.