SG
IVW icon

Stanich Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stanich Group’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 		$266K Sell
1,868
-41
-2% -$5.68K 0.13% 54
2026
Q2 		$263K Buy
+1,909
New +$252K 0.17% 46

Other funds holding IVW

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
CC
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
EWA
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
SIA
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
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stanich Group's IVW Position: Q3 2026 in Review

Stanich Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.1% in Q3 2026, selling an estimated $5.68K and leaving 1,868 shares worth $266K. The position accounts for 0.13% of the portfolio, ranked #54.

Stanich Group first reported a position in IVW in Q2 2026 and has held it in 2 quarters since. 504 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Stanich Group held 1,868 shares of iShares S&P 500 Growth ETF worth $266K as of Q3 2026.
  • Stanich Group sold 41 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $5.68K.
  • iShares S&P 500 Growth ETF made up 0.13% of Stanich Group's portfolio in Q3 2026, its #54 holding.
  • Stanich Group first reported a position in iShares S&P 500 Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 504 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.