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

West Wealth Group’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	$72.8M	Buy	511,976 +25,108	+5%	+$3.48M	11.3%	2
2026 Q2	$67M	Buy	486,868 +17,749	+4%	+$2.34M	10.95%	2
2026 Q1	$53.1M	Buy	469,119 +29,551	+7%	+$3.55M	10.49%	1
2025 Q4	$54.2M	Buy	439,568 +18,499	+4%	+$2.26M	11.24%	1
2025 Q3	$50.7M	Buy	421,069 +1,982	+0.5%	+$228K	11.43%	1
2025 Q2	$47.9M	Sell	419,087 -123,805	-23%	-$12.3M	11.92%	1
2025 Q1	$50.8M	Buy	542,892 +8,204	+2%	+$827K	15%	1
2024 Q4	$54.3M	Buy	534,688 +22,711	+4%	+$2.27M	16.2%	1
2024 Q3	$49M	Buy	511,977 +25,849	+5%	+$2.39M	15.89%	1
2024 Q2	$45M	Buy	486,128 +56,712	+13%	+$4.89M	15.91%	1
2024 Q1	$36.3M	Buy	429,416 +356,397	+488%	+$28.6M	13.43%	2
2023 Q4	$5.48M	Buy	73,019 +3,078	+4%	+$219K	2.16%	12
2023 Q3	$4.79M	Buy	+69,941	New	+$4.95M	2.09%	12

Other funds holding IVW

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

West Wealth Group's IVW Position: Q3 2026 in Review

West Wealth Group increased its iShares S&P 500 Growth ETF (IVW) stake by 5.2% in Q3 2026, buying an estimated $3.48M and bringing the position to 511,976 shares worth $72.8M. The position accounts for 11.3% of the portfolio, ranked #2.

West Wealth Group first reported a position in IVW in Q3 2023 and has held it in 13 quarters since. 699 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

West Wealth Group held 511,976 shares of iShares S&P 500 Growth ETF worth $72.8M as of Q3 2026.
West Wealth Group bought 25,108 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $3.48M.
iShares S&P 500 Growth ETF made up 11.3% of West Wealth Group's portfolio in Q3 2026, its #2 holding.
West Wealth Group first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 13 quarters since.
699 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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