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

Win 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 		$9.5M Buy
+67,038
New +$9.29M 3.64% 8
2025
Q4 		– Sell
-74,321
Closed -$8.97M – 86
2025
Q3 		$8.97M Sell
74,321
-2,127
-3% -$245K 4.37% 9
2025
Q2 		$8.42M Sell
76,448
-5,465
-7% -$541K 4.06% 10
2025
Q1 		$7.6M Sell
81,913
-2,565
-3% -$259K 3.91% 12
2024
Q4 		$8.58M Buy
+84,478
New +$8.43M 4.15% 12
2024
Q3 		– Sell
-48,564
Closed -$4.49M – 69
2024
Q2 		$4.49M Buy
+48,564
New +$4.19M 2.01% 16
2023
Q4 		– Sell
-64,012
Closed -$4.38M – 70
2023
Q3 		$4.38M Buy
+64,012
New +$4.53M 2.15% 14

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 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

Win Advisors's IVW Position: Q3 2026 in Review

Win Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 67,038 shares worth $9.5M. The stake represents 3.64% of the portfolio and ranks #8 among its holdings. This is a return to the name: Win Advisors previously reported a position in IVW as recently as Q3 2025.

Win Advisors first reported a position in IVW in Q3 2023 and has held it in 7 quarters since. 1,709 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Win Advisors held 67,038 shares of iShares S&P 500 Growth ETF worth $9.5M as of Q3 2026.
  • iShares S&P 500 Growth ETF was a new Win Advisors position in Q3 2026.
  • iShares S&P 500 Growth ETF made up 3.64% of Win Advisors's portfolio in Q3 2026, its #8 holding.
  • Win Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 7 quarters since.
  • 1,709 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Win Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.