Whitcomb & Hess
IVW icon

Whitcomb & Hess’s iShares S&P 500 Growth ETF IVW Stock Holding History

Whitcomb & Hess’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 		$2.65M Sell
18,597
-114
-0.6% -$15.8K 0.57% 21
2026
Q2 		$2.57M Buy
18,711
+226
+1% +$29.8K 0.56% 21
2026
Q1 		$2.09M Buy
18,485
+258
+1% +$31K 0.49% 22
2025
Q4 		$2.28M Sell
18,227
-41
-0.2% -$5.02K 0.54% 22
2025
Q3 		$2.21M Sell
18,268
-450
-2% -$51.8K 0.57% 22
2025
Q2 		$2.06M Buy
18,718
+874
+5% +$86.5K 0.58% 22
2025
Q1 		$1.66M Sell
17,844
-581
-3% -$58.6K 0.5% 25
2024
Q4 		$1.87M Sell
18,425
-496
-3% -$49.5K 0.58% 22
2024
Q3 		$1.81M Sell
18,921
-2,361
-11% -$218K 0.54% 25
2024
Q2 		$1.97M Buy
21,282
+563
+3% +$48.5K 0.61% 22
2024
Q1 		$1.75M Sell
20,719
-2,576
-11% -$207K 0.56% 24
2023
Q4 		$1.75M Buy
23,295
+581
+3% +$41.4K 0.6% 21
2023
Q3 		$1.55M Sell
22,714
-547
-2% -$38.7K 0.58% 21
2023
Q2 		$1.64M Buy
23,261
+78
+0.3% +$5.16K 0.6% 21
2023
Q1 		$1.48M Sell
23,183
-789
-3% -$48.2K 0.56% 22
2022
Q4 		$1.4M Buy
23,972
+14,012
+141% +$841K 0.56% 22
2022
Q3 		$576K Buy
9,960
+3,248
+48% +$211K 0.26% 23
2022
Q2 		$405K Buy
6,712
+3,005
+81% +$199K 0.18% 25
2022
Q1 		$283K Buy
3,707
+37
+1% +$2.78K 0.11% 27
2021
Q4 		$278K Sell
3,670
-10
-0.3% -$806 0.11% 27
2021
Q3 		$272K Sell
3,680
-565
-13% -$43.1K 0.12% 29
2021
Q2 		$309K Buy
+4,245
New +$294K 0.13% 26

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Whitcomb & Hess's IVW Position: Q3 2026 in Review

Whitcomb & Hess reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.61% in Q3 2026, selling an estimated $15.8K and leaving 18,597 shares worth $2.65M. The position accounts for 0.57% of the portfolio, ranked #21.

Whitcomb & Hess first reported a position in IVW in Q2 2021 and has held it in 22 quarters since. 1,336 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Whitcomb & Hess held 18,597 shares of iShares S&P 500 Growth ETF worth $2.65M as of Q3 2026.
  • Whitcomb & Hess sold 114 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $15.8K.
  • iShares S&P 500 Growth ETF made up 0.57% of Whitcomb & Hess's portfolio in Q3 2026, its #21 holding.
  • Whitcomb & Hess first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 22 quarters since.
  • 1,336 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.