WF
IVW icon

WoodTrust Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

WoodTrust Financial’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 		$382K Buy
2,685
+135
+5% +$18.7K 0.05% 137
2026
Q2 		$351K Hold
2,550
– – 0.04% 142
2026
Q1 		$288K Hold
2,550
– – 0.04% 147
2025
Q4 		$314K Hold
2,550
– – 0.04% 150
2025
Q3 		$308K Buy
+2,550
New +$293K 0.04% 147

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

WoodTrust Financial's IVW Position: Q3 2026 in Review

WoodTrust Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 5.3% in Q3 2026, buying an estimated $18.7K and bringing the position to 2,685 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #137.

WoodTrust Financial first reported a position in IVW in Q3 2025 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • WoodTrust Financial held 2,685 shares of iShares S&P 500 Growth ETF worth $382K as of Q3 2026.
  • WoodTrust Financial bought 135 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $18.7K.
  • iShares S&P 500 Growth ETF made up 0.05% of WoodTrust Financial's portfolio in Q3 2026, its #137 holding.
  • WoodTrust Financial first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.