Three Bearings Fiduciary Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Three Bearings Fiduciary 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 Q2	$255K	Sell	1,851 -182	-9%	-$24K	0.23%	44
2026 Q1	$230K	Hold	2,033	–	–	0.22%	45
2025 Q4	$252K	Buy	+2,033	New	+$249K	0.24%	45

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

Three Bearings Fiduciary Advisors's IVW Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 9% in Q2 2026, selling an estimated $24K and leaving 1,851 shares worth $255K. The position accounts for 0.23% of the portfolio, ranked #44.

Three Bearings Fiduciary Advisors first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 1,498 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Three Bearings Fiduciary Advisors held 1,851 shares of iShares S&P 500 Growth ETF worth $255K as of Q2 2026.
Three Bearings Fiduciary Advisors sold 182 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $24K.
iShares S&P 500 Growth ETF made up 0.23% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #44 holding.
Three Bearings Fiduciary Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,498 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.