Unique Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Unique 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	$572K	Sell	4,019 -660	-14%	-$91.5K	0.07%	139
2026 Q2	$644K	Buy	4,679 +34	+0.7%	+$4.49K	0.08%	131
2026 Q1	$525K	Buy	4,645 +46	+1%	+$5.53K	0.07%	119
2025 Q4	$567K	Buy	4,599 +17	+0.4%	+$2.08K	0.08%	117
2025 Q3	$553K	Hold	4,582	–	–	0.08%	110
2025 Q2	$504K	Hold	4,582	–	–	0.08%	113
2025 Q1	$425K	Sell	4,582 -100	-2%	-$10.1K	0.08%	111
2024 Q4	$475K	Buy	4,682 +898	+24%	+$89.6K	0.1%	90
2024 Q3	$362K	Buy	+3,784	New	+$349K	0.08%	88

Other funds holding IVW

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

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

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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Unique Wealth's IVW Position: Q3 2026 in Review

Unique Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 14% in Q3 2026, selling an estimated $91.5K and leaving 4,019 shares worth $572K. The position accounts for 0.07% of the portfolio, ranked #139.

Unique Wealth first reported a position in IVW in Q3 2024 and has held it in 9 quarters since. The position peaked at $644K in Q2 2026. 1,061 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Unique Wealth held 4,019 shares of iShares S&P 500 Growth ETF worth $572K as of Q3 2026.
Unique Wealth sold 660 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $91.5K.
iShares S&P 500 Growth ETF made up 0.07% of Unique Wealth's portfolio in Q3 2026, its #139 holding.
Unique Wealth first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 9 quarters since.
Unique Wealth's iShares S&P 500 Growth ETF position peaked at $644K in Q2 2026.
1,061 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.