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Wedmont Private Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wedmont Private Capital’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 		$4.87M Buy
33,813
+991
+3% +$137K 0.12% 108
2026
Q2 		$4.55M Sell
32,822
-220
-0.7% -$29.1K 0.12% 96
2026
Q1 		$3.94M Buy
33,042
+23,817
+258% +$2.86M 0.13% 91
2025
Q4 		$1.15M Sell
9,225
-502
-5% -$61.4K 0.04% 254
2025
Q3 		$1.18M Buy
9,727
+220
+2% +$25.3K 0.04% 239
2025
Q2 		$1.05M Buy
9,507
+298
+3% +$29.5K 0.05% 248
2025
Q1 		$832K Hold
9,209
– – 0.04% 256
2024
Q4 		$931K Sell
9,209
-1,202
-12% -$120K 0.05% 235
2024
Q3 		$985K Buy
10,411
+84
+0.8% +$7.75K 0.06% 204
2024
Q2 		$989K Buy
10,327
+2
+0% +$172 0.06% 197
2024
Q1 		$870K Buy
10,325
+1
+0% +$80 0.06% 204
2023
Q4 		$769K Buy
10,324
+1
+0% +$71 0.06% 211
2023
Q3 		$720K Sell
10,323
-1,927
-16% -$136K 0.07% 183
2023
Q2 		$873K Buy
+12,250
New +$810K 0.09% 146
2022
Q2 		– Sell
-2,599
Closed -$202K – 362
2022
Q1 		$202K Buy
+2,599
New +$195K 0.05% 315

Other funds holding IVW

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wedmont Private Capital's IVW Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares S&P 500 Growth ETF (IVW) stake by 3% in Q3 2026, buying an estimated $137K and bringing the position to 33,813 shares worth $4.87M. The position accounts for 0.12% of the portfolio, ranked #108.

Wedmont Private Capital first reported a position in IVW in Q1 2022 and has held it in 15 quarters since. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Wedmont Private Capital held 33,813 shares of iShares S&P 500 Growth ETF worth $4.87M as of Q3 2026.
  • Wedmont Private Capital bought 991 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $137K.
  • iShares S&P 500 Growth ETF made up 0.12% of Wedmont Private Capital's portfolio in Q3 2026, its #108 holding.
  • Wedmont Private Capital first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 15 quarters since.
  • 126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.