Summit Financial Consulting’s iShares S&P 500 Growth ETF IVW Stock Holding History

Summit Financial Consulting’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	–	Sell	-35,572	Closed	-$4.89M	–	51
2026 Q2	$4.89M	Sell	35,572 -25,427	-42%	-$3.36M	3.32%	11
2026 Q1	$6.9M	Buy	60,999 +248	+0.4%	+$29.8K	4.94%	10
2025 Q4	$7.49M	Buy	60,751 +5,199	+9%	+$636K	5.44%	6
2025 Q3	$6.71M	Buy	+55,552	New	+$6.39M	5.35%	6
2025 Q2	–	Sell	-60,236	Closed	-$5.59M	–	43
2025 Q1	$5.59M	Buy	+60,236	New	+$6.07M	5.19%	5

Other funds holding IVW

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Summit Financial Consulting's IVW Position: Q3 2026 in Review

Summit Financial Consulting sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2026, closing a stake of 35,572 shares — an estimated $4.89M sold.

Summit Financial Consulting first reported a position in IVW in Q1 2025 and held it in 5 quarters. The position peaked at $7.49M in Q4 2025. 492 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Summit Financial Consulting reported no remaining iShares S&P 500 Growth ETF position as of Q3 2026 after selling out during the quarter.
Summit Financial Consulting sold 35,572 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $4.89M.
Summit Financial Consulting first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and held it in 5 quarters.
Summit Financial Consulting's iShares S&P 500 Growth ETF position peaked at $7.49M in Q4 2025.
492 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.