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

Traphagen Investment 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 		$250K Buy
+1,755
New +$243K 0.02% 185

Other funds holding IVW

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 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
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
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

Traphagen Investment Advisors's IVW Position: Q3 2026 in Review

Traphagen Investment Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 1,755 shares worth $250K. The stake represents 0.02% of the portfolio and ranks #185 among its holdings.

274 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Traphagen Investment Advisors held 1,755 shares of iShares S&P 500 Growth ETF worth $250K as of Q3 2026.
  • iShares S&P 500 Growth ETF was a new Traphagen Investment Advisors position in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.02% of Traphagen Investment Advisors's portfolio in Q3 2026, its #185 holding.
  • 274 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Traphagen Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.