Third View Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Third View Private Wealth’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 Q2	$529K	Buy	+3,844	New	+$508K	0.06%	174

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Third View Private Wealth's IVW Position: Q2 2026 in Review

Third View Private Wealth opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 3,844 shares worth $529K. The stake represents 0.06% of the portfolio and ranks #174 among its holdings.

1,498 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Third View Private Wealth held 3,844 shares of iShares S&P 500 Growth ETF worth $529K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Third View Private Wealth position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.06% of Third View Private Wealth's portfolio in Q2 2026, its #174 holding.
1,498 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.