Wealth Forward LLC
IVW icon

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

Wealth Forward 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 		$245K Hold
1,720
– – 0.11% 48
2026
Q2 		$237K Buy
+1,720
New +$227K 0.12% 46
2026
Q1 		– Sell
-1,720
Closed -$212K – 44
2025
Q4 		$212K Hold
1,720
– – 0.12% 43
2025
Q3 		$208K Buy
+1,720
New +$198K 0.12% 43

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
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
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 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

Wealth Forward LLC's IVW Position: Q3 2026 in Review

Wealth Forward LLC held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 1,720 shares worth $245K. The position accounts for 0.11% of the portfolio, ranked #48.

Wealth Forward LLC first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. 859 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Wealth Forward LLC held 1,720 shares of iShares S&P 500 Growth ETF worth $245K as of Q3 2026.
  • Wealth Forward LLC left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.11% of Wealth Forward LLC's portfolio in Q3 2026, its #48 holding.
  • Wealth Forward LLC first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 859 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.