Ullmann Wealth Partners Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ullmann Wealth Partners 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	$2.41M	Sell	16,959 -100	-0.6%	-$13.9K	0.22%	47
2026 Q2	$2.35M	Buy	17,059 +3,179	+23%	+$420K	0.21%	51
2026 Q1	$1.57M	Sell	13,880 -3,707	-21%	-$446K	0.16%	56
2025 Q4	$2.19M	Hold	17,587	–	–	0.23%	49
2025 Q3	$2.12M	Sell	17,587 -101	-0.6%	-$11.6K	0.23%	48
2025 Q2	$1.95M	Buy	17,688 +6,932	+64%	+$686K	0.23%	48
2025 Q1	$998K	Hold	10,756	–	–	0.13%	61
2024 Q4	$1.09M	Hold	10,756	–	–	0.14%	58
2024 Q3	$1.03M	Buy	10,756 +6,380	+146%	+$589K	0.13%	57
2024 Q2	$405K	Hold	4,376	–	–	0.06%	83
2024 Q1	$370K	Hold	4,376	–	–	0.05%	81
2023 Q4	$329K	Hold	4,376	–	–	0.05%	85
2023 Q3	$299K	Hold	4,376	–	–	0.06%	84
2023 Q2	$308K	Hold	4,376	–	–	0.06%	80
2023 Q1	$280K	Hold	4,376	–	–	0.06%	76
2022 Q4	$256K	Hold	4,376	–	–	0.06%	73
2022 Q3	$253K	Hold	4,376	–	–	0.07%	73
2022 Q2	$264K	Hold	4,376	–	–	0.07%	71
2022 Q1	$334K	Buy	4,376 +160	+4%	+$12K	0.09%	65
2021 Q4	$353K	Hold	4,216	–	–	0.09%	63
2021 Q3	$312K	Hold	4,216	–	–	0.12%	63
2021 Q2	$307K	Hold	4,216	–	–	0.13%	63
2021 Q1	$275K	Hold	4,216	–	–	0.12%	66
2020 Q4	$269K	Hold	4,216	–	–	0.13%	60
2020 Q3	$244K	Hold	4,216	–	–	0.14%	62
2020 Q2	$219K	Buy	+4,216	New	+$202K	0.13%	61
2018 Q3	–	Sell	-5,144	Closed	-$209K	–	58
2018 Q2	$209K	Sell	5,144 -188	-4%	-$7.55K	0.14%	54
2018 Q1	$201K	Hold	5,332	–	–	0.14%	52
2017 Q4	$203K	Buy	+5,332	New	+$199K	0.14%	53
2017 Q3	–	Sell	-6,180	Closed	-$211K	–	90
2017 Q2	$211K	Hold	6,180	–	–	0.15%	55
2017 Q1	$203K	Buy	+6,180	New	+$198K	0.17%	50

Other funds holding IVW

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

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Ullmann Wealth Partners Group's IVW Position: Q3 2026 in Review

Ullmann Wealth Partners Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.59% in Q3 2026, selling an estimated $13.9K and leaving 16,959 shares worth $2.41M. The position accounts for 0.22% of the portfolio, ranked #47.

Ullmann Wealth Partners Group first reported a position in IVW in Q1 2017 and has held it in 31 quarters since. 1,350 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Ullmann Wealth Partners Group held 16,959 shares of iShares S&P 500 Growth ETF worth $2.41M as of Q3 2026.
Ullmann Wealth Partners Group sold 100 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $13.9K.
iShares S&P 500 Growth ETF made up 0.22% of Ullmann Wealth Partners Group's portfolio in Q3 2026, its #47 holding.
Ullmann Wealth Partners Group first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 31 quarters since.
1,350 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2026, filed 2 Nov 2026.