Vima LLC
IVW icon

Vima LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Vima LLC’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 		$42.7K Hold
300
– – 0.04% 166
2026
Q2 		$41.3K Buy
+300
New +$39.6K 0.04% 169
2024
Q2 		– Sell
-300
Closed -$19.2K – 204
2024
Q1 		$19.2K Hold
300
– – 0.02% 184
2023
Q4 		$22.5K Buy
+300
New +$21.4K 0.05% 178

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Vima LLC's IVW Position: Q3 2026 in Review

Vima LLC held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 300 shares worth $42.7K. The position accounts for 0.04% of the portfolio, ranked #166.

Vima LLC first reported a position in IVW in Q4 2023 and has held it in 4 quarters since. 1,079 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Vima LLC held 300 shares of iShares S&P 500 Growth ETF worth $42.7K as of Q3 2026.
  • Vima LLC left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.04% of Vima LLC's portfolio in Q3 2026, its #166 holding.
  • Vima LLC first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,079 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.