SSW
IVW icon

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

Stone Summit 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 		$525K Sell
3,688
-10
-0.3% -$1.39K 0.14% 92
2026
Q2 		$509K Sell
3,698
-15
-0.4% -$1.98K 0.13% 96
2026
Q1 		$420K Sell
3,713
-325
-8% -$39.1K 0.12% 100
2025
Q4 		$498K Sell
4,038
-268
-6% -$32.8K 0.14% 100
2025
Q3 		$520K Sell
4,306
-142
-3% -$16.3K 0.15% 98
2025
Q2 		$490K Sell
4,448
-28
-0.6% -$2.77K 0.15% 104
2025
Q1 		$416K Sell
4,476
-40
-0.9% -$4.03K 0.14% 106
2024
Q4 		$459K Sell
4,516
-7
-0.2% -$698 0.15% 102
2024
Q3 		$433K Sell
4,523
-68
-1% -$6.28K 0.14% 110
2024
Q2 		$425K Sell
4,591
-115
-2% -$9.9K 0.15% 105
2024
Q1 		$397K Sell
4,706
-150
-3% -$12.1K 0.14% 110
2023
Q4 		$365K Buy
4,856
+193
+4% +$13.7K 0.14% 114
2023
Q3 		$319K Buy
4,663
+235
+5% +$16.6K 0.14% 119
2023
Q2 		$312K Sell
4,428
-100
-2% -$6.61K 0.13% 116
2023
Q1 		$289K Hold
4,528
– – 0.13% 116
2022
Q4 		$265K Sell
4,528
-250
-5% -$15K 0.13% 120
2022
Q3 		$276K Sell
4,778
-122
-2% -$7.93K 0.17% 110
2022
Q2 		$295K Sell
4,900
-50
-1% -$3.31K 0.18% 109
2022
Q1 		$379K Buy
+4,950
New +$372K 0.21% 99

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

Stone Summit Wealth's IVW Position: Q3 2026 in Review

Stone Summit Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.27% in Q3 2026, selling an estimated $1.39K and leaving 3,688 shares worth $525K. The position accounts for 0.14% of the portfolio, ranked #92.

Stone Summit Wealth first reported a position in IVW in Q1 2022 and has held it in 19 quarters since. 511 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Stone Summit Wealth held 3,688 shares of iShares S&P 500 Growth ETF worth $525K as of Q3 2026.
  • Stone Summit Wealth sold 10 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $1.39K.
  • iShares S&P 500 Growth ETF made up 0.14% of Stone Summit Wealth's portfolio in Q3 2026, its #92 holding.
  • Stone Summit Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 19 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.