Straight Path Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Straight Path Wealth Management’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	$247K	Sell	1,734 -349	-17%	-$48.4K	0.05%	129
2026 Q2	$286K	Buy	+2,083	New	+$275K	0.07%	106
2026 Q1	–	Sell	-1,734	Closed	-$214K	–	132
2025 Q4	$214K	Hold	1,734	–	–	0.06%	117
2025 Q3	$209K	Buy	+1,734	New	+$199K	0.06%	132
2022 Q1	–	Sell	-3,130	Closed	-$262K	–	72
2021 Q4	$262K	Buy	+3,130	New	+$252K	0.23%	60

Other funds holding IVW

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Straight Path Wealth Management's IVW Position: Q3 2026 in Review

Straight Path Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q3 2026, selling an estimated $48.4K and leaving 1,734 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #129.

Straight Path Wealth Management first reported a position in IVW in Q4 2021 and has held it in 5 quarters since. The position peaked at $286K in Q2 2026. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Straight Path Wealth Management held 1,734 shares of iShares S&P 500 Growth ETF worth $247K as of Q3 2026.
Straight Path Wealth Management sold 349 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $48.4K.
iShares S&P 500 Growth ETF made up 0.05% of Straight Path Wealth Management's portfolio in Q3 2026, its #129 holding.
Straight Path Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 5 quarters since.
Straight Path Wealth Management's iShares S&P 500 Growth ETF position peaked at $286K in Q2 2026.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.