Upper Left Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Upper Left Wealth Management’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	$207K	Buy	+1,453	New	+$201K	0.11%	67
2024 Q1	–	Sell	-22,310	Closed	-$1.68M	–	62
2023 Q4	$1.68M	Buy	22,310 +497	+2%	+$35.4K	1.64%	21
2023 Q3	$1.49M	Sell	21,813 -25,577	-54%	-$1.81M	1.55%	21
2023 Q2	$3.34M	Sell	47,390 -80	-0.2%	-$5.29K	3.71%	10
2023 Q1	$3.03M	Buy	47,470 +11,580	+32%	+$708K	3.44%	12
2022 Q4	$2.1M	Buy	+35,890	New	+$2.16M	2.48%	18

Other funds holding IVW

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 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

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

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Upper Left Wealth Management's IVW Position: Q3 2026 in Review

Upper Left Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 1,453 shares worth $207K. The stake represents 0.11% of the portfolio and ranks #67 among its holdings. This is a return to the name: Upper Left Wealth Management previously reported a position in IVW as recently as Q4 2023.

Upper Left Wealth Management first reported a position in IVW in Q4 2022 and has held it in 6 quarters since. The position peaked at $3.34M in Q2 2023. 681 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Upper Left Wealth Management held 1,453 shares of iShares S&P 500 Growth ETF worth $207K as of Q3 2026.
iShares S&P 500 Growth ETF was a new Upper Left Wealth Management position in Q3 2026.
iShares S&P 500 Growth ETF made up 0.11% of Upper Left Wealth Management's portfolio in Q3 2026, its #67 holding.
Upper Left Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 6 quarters since.
Upper Left Wealth Management's iShares S&P 500 Growth ETF position peaked at $3.34M in Q2 2023.
681 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.