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

Team Financial Group’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 		$265K Buy
1,863
+356
+24% +$49.4K 0.1% 46
2026
Q2 		$207K Buy
1,507
+89
+6% +$11.8K 0.09% 56
2026
Q1 		$160K Buy
1,418
+101
+8% +$12.1K 0.07% 59
2025
Q4 		$162K Buy
1,317
+60
+5% +$7.34K 0.07% 52
2025
Q3 		$152K Buy
1,257
+126
+11% +$14.5K 0.07% 52
2025
Q2 		$124K Buy
+1,131
New +$112K 0.06% 55

Other funds holding IVW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Team Financial Group's IVW Position: Q3 2026 in Review

Team Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 24% in Q3 2026, buying an estimated $49.4K and bringing the position to 1,863 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #46.

Team Financial Group first reported a position in IVW in Q2 2025 and has held it in 6 quarters since. 1,414 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Team Financial Group held 1,863 shares of iShares S&P 500 Growth ETF worth $265K as of Q3 2026.
  • Team Financial Group bought 356 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $49.4K.
  • iShares S&P 500 Growth ETF made up 0.1% of Team Financial Group's portfolio in Q3 2026, its #46 holding.
  • Team Financial Group first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,414 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.