Strategy Asset Managers’s iShares S&P 500 Growth ETF IVW Stock Holding History

Strategy Asset Managers’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	$823K	Buy	5,783 +521	+10%	+$72.2K	0.13%	118
2026 Q2	$724K	Sell	5,262 -1,354	-20%	-$179K	0.11%	133
2026 Q1	$748K	Buy	6,616 +45	+0.7%	+$5.41K	0.12%	119
2025 Q4	$810K	Buy	6,571 +4,688	+249%	+$574K	0.13%	108
2025 Q3	$227K	Buy	+1,883	New	+$217K	0.04%	239
2025 Q1	–	Sell	-2,002	Closed	-$203K	–	253
2024 Q4	$203K	Buy	+2,002	New	+$200K	0.04%	240
2021 Q1	–	Sell	-3,769	Closed	-$241K	–	265
2020 Q4	$241K	Buy	+3,769	New	+$229K	0.06%	210

Other funds holding IVW

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

EWA

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

SIA

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

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Strategy Asset Managers's IVW Position: Q3 2026 in Review

Strategy Asset Managers increased its iShares S&P 500 Growth ETF (IVW) stake by 9.9% in Q3 2026, buying an estimated $72.2K and bringing the position to 5,783 shares worth $823K. The position accounts for 0.13% of the portfolio, ranked #118.

Strategy Asset Managers first reported a position in IVW in Q4 2020 and has held it in 7 quarters since. 580 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Strategy Asset Managers held 5,783 shares of iShares S&P 500 Growth ETF worth $823K as of Q3 2026.
Strategy Asset Managers bought 521 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $72.2K.
iShares S&P 500 Growth ETF made up 0.13% of Strategy Asset Managers's portfolio in Q3 2026, its #118 holding.
Strategy Asset Managers first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 7 quarters since.
580 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Strategy Asset Managers's 13F filing for Q3 2026, filed 14 Oct 2026.