SWP Financial
IVW icon

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

SWP Financial’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 		$4.59M Sell
32,291
-47
-0.1% -$6.52K 2.12% 10
2026
Q2 		$4.45M Sell
32,338
-1,211
-4% -$160K 2.06% 12
2026
Q1 		$3.79M Sell
33,549
-3,064
-8% -$369K 1.94% 16
2025
Q4 		$4.51M Sell
36,613
-603
-2% -$73.8K 2.26% 12
2025
Q3 		$4.49M Buy
37,216
+563
+2% +$64.8K 2.29% 12
2025
Q2 		$4.04M Hold
36,653
– – 2.22% 12
2025
Q1 		$3.4M Sell
36,653
-125
-0.3% -$12.6K 2.08% 13
2024
Q4 		$3.73M Sell
36,778
-472
-1% -$47.1K 2.25% 11
2024
Q3 		$3.57M Buy
37,250
+284
+0.8% +$26.2K 2.18% 15
2024
Q2 		$3.42M Buy
36,966
+377
+1% +$32.5K 2.26% 14
2024
Q1 		$3.09M Buy
36,589
+223
+0.6% +$17.9K 2.16% 16
2023
Q4 		$2.73M Buy
+36,366
New +$2.59M 2.12% 15

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

SWP Financial's IVW Position: Q3 2026 in Review

SWP Financial reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.15% in Q3 2026, selling an estimated $6.52K and leaving 32,291 shares worth $4.59M. The position accounts for 2.12% of the portfolio, ranked #10.

SWP Financial first reported a position in IVW in Q4 2023 and has held it in 12 quarters since. 1,215 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • SWP Financial held 32,291 shares of iShares S&P 500 Growth ETF worth $4.59M as of Q3 2026.
  • SWP Financial sold 47 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $6.52K.
  • iShares S&P 500 Growth ETF made up 2.12% of SWP Financial's portfolio in Q3 2026, its #10 holding.
  • SWP Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,215 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.