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

Waterfront 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	$200K	Buy	+1,431	New	+$198K	0.03%	294

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

Waterfront Wealth's IVW Position: Q3 2026 in Review

Waterfront Wealth opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 1,431 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #294 among its holdings.

1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Waterfront Wealth held 1,431 shares of iShares S&P 500 Growth ETF worth $200K as of Q3 2026.
iShares S&P 500 Growth ETF was a new Waterfront Wealth position in Q3 2026.
iShares S&P 500 Growth ETF made up 0.03% of Waterfront Wealth's portfolio in Q3 2026, its #294 holding.
1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.