WPA
IVW icon

West Paces Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

West Paces Advisors’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 		$1.98M Sell
13,945
-459
-3% -$63.6K 0.34% 42
2026
Q2 		$1.98M Buy
14,404
+1,456
+11% +$192K 0.33% 42
2026
Q1 		$1.46M Buy
12,948
+41
+0.3% +$4.93K 0.28% 44
2025
Q4 		$1.59M Buy
12,907
+1,556
+14% +$190K 0.31% 40
2025
Q3 		$1.37M Buy
11,351
+2,361
+26% +$272K 0.27% 46
2025
Q2 		$990K Buy
8,990
+450
+5% +$44.5K 0.21% 58
2025
Q1 		$793K Buy
8,540
+1,410
+20% +$142K 0.18% 66
2024
Q4 		$724K Buy
7,130
+775
+12% +$77.3K 0.18% 65
2024
Q3 		$608K Buy
6,355
+1,000
+19% +$92.3K 0.15% 70
2024
Q2 		$496K Buy
5,355
+628
+13% +$54.1K 0.13% 73
2024
Q1 		$399K Buy
4,727
+4,676
+9,169% +$376K 0.11% 93
2023
Q4 		$3.83K Hold
51
– – ﹤0.01% 424
2023
Q3 		$3.47K Hold
51
– – ﹤0.01% 408
2023
Q2 		$3.57K Hold
51
– – ﹤0.01% 432
2023
Q1 		$3.23K Buy
51
+1
+2% +$61 ﹤0.01% 445
2022
Q4 		$2.95K Hold
50
– – ﹤0.01% 421
2022
Q3 		$2.9K Sell
50
-548
-92% -$35.6K ﹤0.01% 419
2022
Q2 		$36.1K Buy
598
+548
+1,096% +$36.3K 0.01% 243
2022
Q1 		$3.83K Hold
50
– – ﹤0.01% 433
2021
Q4 		$4.18K Buy
+50
New +$4.03K ﹤0.01% 447

Other funds holding IVW

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return
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
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

West Paces Advisors's IVW Position: Q3 2026 in Review

West Paces Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.2% in Q3 2026, selling an estimated $63.6K and leaving 13,945 shares worth $1.98M. The position accounts for 0.34% of the portfolio, ranked #42.

West Paces Advisors first reported a position in IVW in Q4 2021 and has held it in 20 quarters since. 274 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • West Paces Advisors held 13,945 shares of iShares S&P 500 Growth ETF worth $1.98M as of Q3 2026.
  • West Paces Advisors sold 459 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $63.6K.
  • iShares S&P 500 Growth ETF made up 0.34% of West Paces Advisors's portfolio in Q3 2026, its #42 holding.
  • West Paces Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 274 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.