USA Financial Formulas
IVW icon

USA Financial Formulas’s iShares S&P 500 Growth ETF IVW Stock Holding History

USA Financial Formulas’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 		$1.28K Sell
9
-418,081
-100% -$58M ﹤0.01% 360
2026
Q2 		$57.5M Buy
418,090
+389,049
+1,340% +$51.4M 10.53% 5
2026
Q1 		$3.28M Sell
29,041
-495,268
-94% -$59.6M 0.62% 13
2025
Q4 		$64.6M Sell
524,309
-23,153
-4% -$2.83M 11.76% 4
2025
Q3 		$66.1M Sell
547,462
-25,638
-4% -$2.95M 11.64% 3
2025
Q2 		$63.1M Sell
573,100
-742,707
-56% -$73.5M 10.77% 5
2025
Q1 		$122M Buy
1,315,807
+488,603
+59% +$49.3M 20.17% 2
2024
Q4 		$84M Sell
827,204
-10,885
-1% -$1.09M 13.2% 1
2024
Q3 		$80.2M Sell
838,089
-36,426
-4% -$3.36M 12.48% 3
2024
Q2 		$80.9M Sell
874,515
-28,183
-3% -$2.43M 13.12% 1
2024
Q1 		$76.2M Buy
902,698
+47,259
+6% +$3.8M 12.36% 1
2023
Q4 		$64.2M Buy
+855,439
New +$60.9M 11.24% 5
2022
Q2 		– Sell
-20
Closed -$2K – 386
2022
Q1 		$2K Sell
20
-69
-78% -$5.18K ﹤0.01% 237
2021
Q4 		$7K Buy
+89
New +$7.17K 0.01% 204
2021
Q1 		– Sell
-96
Closed -$6K – 384
2020
Q4 		$6K Hold
96
– – ﹤0.01% 193
2020
Q3 		$6K Buy
+96
New +$5.43K ﹤0.01% 168

Other funds holding IVW

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

USA Financial Formulas's IVW Position: Q3 2026 in Review

USA Financial Formulas reduced its iShares S&P 500 Growth ETF (IVW) stake by 100% in Q3 2026, selling an estimated $58M and leaving 9 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

USA Financial Formulas first reported a position in IVW in Q3 2020 and has held it in 16 quarters since. The position peaked at $122M in Q1 2025. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • USA Financial Formulas held 9 shares of iShares S&P 500 Growth ETF worth $1.28K as of Q3 2026.
  • USA Financial Formulas sold 418,081 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $58M.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of USA Financial Formulas's portfolio in Q3 2026, its #360 holding.
  • USA Financial Formulas first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 16 quarters since.
  • USA Financial Formulas's iShares S&P 500 Growth ETF position peaked at $122M in Q1 2025.
  • 766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.