Strategic Equity Management
IVW icon

Strategic Equity Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Strategic Equity 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 		$462K Sell
3,245
-2,954
-48% -$410K 0.4% 27
2026
Q2 		$853K Sell
6,199
-356
-5% -$47K 0.29% 34
2026
Q1 		$741K Buy
6,555
+1,359
+26% +$163K 0.28% 38
2025
Q4 		$640K Sell
5,196
-54
-1% -$6.61K 0.22% 45
2025
Q3 		$634K Buy
5,250
+121
+2% +$13.9K 0.23% 39
2025
Q2 		$565K Sell
5,129
-117,092
-96% -$11.6M 0.21% 42
2025
Q1 		$11.3M Buy
122,221
+6,616
+6% +$667K 4.77% 7
2024
Q4 		$11.7M Buy
115,605
+5,919
+5% +$590K 4.94% 7
2024
Q3 		$10.5M Buy
109,686
+20,971
+24% +$1.94M 4.98% 6
2024
Q2 		$8.21M Buy
88,715
+15,811
+22% +$1.36M 5.35% 8
2024
Q1 		$6.16M Buy
72,904
+904
+1% +$72.6K 5.14% 7
2023
Q4 		$5.41M Sell
72,000
-266,587
-79% -$19M 6.09% 5
2023
Q3 		$23.2M Sell
338,587
-214,106
-39% -$15.2M 8.73% 5
2023
Q2 		$39M Buy
552,693
+542,686
+5,423% +$35.9M 13.33% 1
2023
Q1 		$639K Buy
10,007
+2,631
+36% +$161K 0.23% 30
2022
Q4 		$431K Buy
+7,376
New +$443K 0.17% 27
2022
Q2 		– Sell
-3,248
Closed -$248K – 46
2022
Q1 		$248K Sell
3,248
-13,916
-81% -$1.05M 0.09% 38
2021
Q4 		$1.44M Buy
17,164
+12,625
+278% +$1.02M 0.45% 28
2021
Q3 		$335K Buy
4,539
+1,741
+62% +$133K 0.11% 37
2021
Q2 		$203K Buy
+2,798
New +$194K 0.07% 39

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

Strategic Equity Management's IVW Position: Q3 2026 in Review

Strategic Equity Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 48% in Q3 2026, selling an estimated $410K and leaving 3,245 shares worth $462K. The position accounts for 0.4% of the portfolio, ranked #27.

Strategic Equity Management first reported a position in IVW in Q2 2021 and has held it in 20 quarters since. The position peaked at $39M in Q2 2023. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Strategic Equity Management held 3,245 shares of iShares S&P 500 Growth ETF worth $462K as of Q3 2026.
  • Strategic Equity Management sold 2,954 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $410K.
  • iShares S&P 500 Growth ETF made up 0.4% of Strategic Equity Management's portfolio in Q3 2026, its #27 holding.
  • Strategic Equity Management first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • Strategic Equity Management's iShares S&P 500 Growth ETF position peaked at $39M in Q2 2023.
  • 1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Strategic Equity Management's 13F filing for Q3 2026, filed 4 Nov 2026.