SWMG LLC
IVW icon

SWMG LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

SWMG LLC’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 		$36.6M Buy
266,796
+14,539
+6% +$2.02M 8.02% 2
2026
Q2 		$34.8M Buy
252,257
+36,326
+17% +$4.8M 8.19% 2
2026
Q1 		$24.4M Buy
215,931
+16,913
+8% +$2.03M 6.97% 2
2025
Q4 		$24.1M Buy
199,018
+24,532
+14% +$3M 6.7% 3
2025
Q3 		$21.2M Buy
174,486
+32,172
+23% +$3.7M 6.41% 2
2025
Q2 		$16.3M Buy
142,314
+15,510
+12% +$1.54M 5.47% 3
2025
Q1 		$11.9M Sell
126,804
-224
-0.2% -$22.6K 4.73% 4
2024
Q4 		$13.5M Buy
127,028
+9,471
+8% +$945K 5.38% 2
2024
Q3 		$11.9M Sell
117,557
-4,447
-4% -$411K 4.9% 2
2024
Q2 		$11.3M Buy
122,004
+45,894
+60% +$3.96M 5.03% 3
2024
Q1 		$6.43M Buy
76,110
+44,909
+144% +$3.61M 2.89% 7
2023
Q4 		$2.34M Buy
31,201
+341
+1% +$24.3K 1.12% 15
2023
Q3 		$2.11M Buy
+30,860
New +$2.18M 1.11% 16

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

SWMG LLC's IVW Position: Q3 2026 in Review

SWMG LLC increased its iShares S&P 500 Growth ETF (IVW) stake by 5.8% in Q3 2026, buying an estimated $2.02M and bringing the position to 266,796 shares worth $36.6M. The position accounts for 8.02% of the portfolio, ranked #2.

SWMG LLC first reported a position in IVW in Q3 2023 and has held it in 13 quarters since. 1,061 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • SWMG LLC held 266,796 shares of iShares S&P 500 Growth ETF worth $36.6M as of Q3 2026.
  • SWMG LLC bought 14,539 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $2.02M.
  • iShares S&P 500 Growth ETF made up 8.02% of SWMG LLC's portfolio in Q3 2026, its #2 holding.
  • SWMG LLC first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 13 quarters since.
  • 1,061 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.