Vertex Planning Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Vertex Planning Partners’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	$14.8M	Buy	+104,046	New	+$14.4M	2.1%	11
2025 Q4	–	Sell	-88,005	Closed	-$10.6M	–	162
2025 Q3	$10.6M	Sell	88,005 -934	-1%	-$107K	2.04%	11
2025 Q2	$9.8M	Sell	88,939 -18,696	-17%	-$1.85M	2.04%	12
2025 Q1	$10M	Buy	107,635 +3,380	+3%	+$341K	2.18%	10
2024 Q4	$10.6M	Sell	104,255 -2,290	-2%	-$228K	2.34%	10
2024 Q3	$10.2M	Sell	106,545 -1,651	-2%	-$152K	2.44%	9
2024 Q2	$10M	Buy	108,196 +50,274	+87%	+$4.33M	2.6%	9
2024 Q1	$4.89M	Buy	57,922 +44,764	+340%	+$3.6M	1.35%	14
2023 Q4	$988K	Buy	13,158 +636	+5%	+$45.3K	0.29%	43
2023 Q3	$857K	Buy	12,522 +6,002	+92%	+$425K	0.29%	44
2023 Q2	$460K	Sell	6,520 -53	-0.8%	-$3.5K	0.16%	72
2023 Q1	$420K	Sell	6,573 -920	-12%	-$56.2K	0.16%	68
2022 Q4	$438K	Buy	+7,493	New	+$450K	0.17%	75

Other funds holding IVW

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Vertex Planning Partners's IVW Position: Q3 2026 in Review

Vertex Planning Partners opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 104,046 shares worth $14.8M. The stake represents 2.1% of the portfolio and ranks #11 among its holdings. This is a return to the name: Vertex Planning Partners previously reported a position in IVW as recently as Q3 2025.

Vertex Planning Partners first reported a position in IVW in Q4 2022 and has held it in 13 quarters since. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Vertex Planning Partners held 104,046 shares of iShares S&P 500 Growth ETF worth $14.8M as of Q3 2026.
iShares S&P 500 Growth ETF was a new Vertex Planning Partners position in Q3 2026.
iShares S&P 500 Growth ETF made up 2.1% of Vertex Planning Partners's portfolio in Q3 2026, its #11 holding.
Vertex Planning Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 13 quarters since.
1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Vertex Planning Partners's 13F filing for Q3 2026, filed 13 Nov 2026.