Stewardship Advisors
IVW icon

Stewardship Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stewardship 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 		$517K Buy
3,635
+347
+11% +$48.1K 0.11% 95
2026
Q2 		$452K Buy
3,288
+734
+29% +$96.9K 0.09% 101
2026
Q1 		$289K Buy
2,554
+587
+30% +$70.6K 0.07% 122
2025
Q4 		$242K Buy
1,967
+219
+13% +$26.8K 0.06% 135
2025
Q3 		$211K Sell
1,748
-388
-18% -$44.6K 0.05% 151
2025
Q2 		$235K Buy
+2,136
New +$211K 0.06% 131

Other funds holding IVW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Stewardship Advisors's IVW Position: Q3 2026 in Review

Stewardship Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q3 2026, buying an estimated $48.1K and bringing the position to 3,635 shares worth $517K. The position accounts for 0.11% of the portfolio, ranked #95.

Stewardship Advisors first reported a position in IVW in Q2 2025 and has held it in 6 quarters since. 1,504 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Stewardship Advisors held 3,635 shares of iShares S&P 500 Growth ETF worth $517K as of Q3 2026.
  • Stewardship Advisors bought 347 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $48.1K.
  • iShares S&P 500 Growth ETF made up 0.11% of Stewardship Advisors's portfolio in Q3 2026, its #95 holding.
  • Stewardship Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,504 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.