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 Q3	$548K	Buy	3,853 +9	+0.2%	+$1.25K	0.06%	166
2026 Q2	$529K	Buy	+3,844	New	+$508K	0.06%	174

Other funds holding IVW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Third View Private Wealth's IVW Position: Q3 2026 in Review

Third View Private Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 0.23% in Q3 2026, buying an estimated $1.25K and bringing the position to 3,853 shares worth $548K. The position accounts for 0.06% of the portfolio, ranked #166.

Third View Private Wealth first reported a position in IVW in Q2 2026 and has held it in 2 quarters since. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Third View Private Wealth held 3,853 shares of iShares S&P 500 Growth ETF worth $548K as of Q3 2026.
Third View Private Wealth bought 9 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $1.25K.
iShares S&P 500 Growth ETF made up 0.06% of Third View Private Wealth's portfolio in Q3 2026, its #166 holding.
Third View Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2026 and has held it in 2 quarters since.
1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.