Tactive Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Tactive Advisors’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	$2.95M	Sell	20,731 -27	-0.1%	-$3.74K	0.71%	38
2026 Q2	$2.85M	Sell	20,758 -262	-1%	-$34.6K	0.7%	39
2026 Q1	$2.38M	Sell	21,020 -3,556	-14%	-$428K	0.67%	40
2025 Q4	$3.03M	Buy	24,576 +367	+2%	+$44.9K	0.89%	28
2025 Q3	$2.92M	Sell	24,209 -374	-2%	-$43K	0.83%	31
2025 Q2	$2.71M	Buy	+24,583	New	+$2.43M	0.88%	31
2024 Q1	$4.05M	Sell	47,957 -16,680	-26%	-$1.34M	2.15%	13
2023 Q4	$4.85M	Buy	64,637 +20,467	+46%	+$1.46M	3.12%	9
2023 Q3	$3.02M	Sell	44,170 -46,464	-51%	-$3.29M	2.61%	13
2023 Q2	$6.39M	Sell	90,634 -27,691	-23%	-$1.83M	4.88%	8
2023 Q1	$7.56M	Buy	+118,325	New	+$7.23M	5.62%	8

Other funds holding IVW

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Tactive Advisors's IVW Position: Q3 2026 in Review

Tactive Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.13% in Q3 2026, selling an estimated $3.74K and leaving 20,731 shares worth $2.95M. The position accounts for 0.71% of the portfolio, ranked #38.

Tactive Advisors first reported a position in IVW in Q1 2023 and has held it in 11 quarters since. The position peaked at $7.56M in Q1 2023. 245 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Tactive Advisors held 20,731 shares of iShares S&P 500 Growth ETF worth $2.95M as of Q3 2026.
Tactive Advisors sold 27 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $3.74K.
iShares S&P 500 Growth ETF made up 0.71% of Tactive Advisors's portfolio in Q3 2026, its #38 holding.
Tactive Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 11 quarters since.
Tactive Advisors's iShares S&P 500 Growth ETF position peaked at $7.56M in Q1 2023.
245 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.