XY Planning Network’s iShares S&P 500 Growth ETF IVW Stock Holding History

XY Planning Network’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	$5.68M	Buy	39,903 +4,868	+14%	+$675K	0.61%	41
2026 Q2	$4.82M	Buy	35,035 +4,663	+15%	+$616K	0.6%	40
2026 Q1	$3.48M	Buy	30,372 +6,230	+26%	+$749K	0.56%	40
2025 Q4	$2.98M	Buy	+24,142	New	+$2.95M	0.52%	45

Other funds holding IVW

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

XY Planning Network's IVW Position: Q3 2026 in Review

XY Planning Network increased its iShares S&P 500 Growth ETF (IVW) stake by 14% in Q3 2026, buying an estimated $675K and bringing the position to 39,903 shares worth $5.68M. The position accounts for 0.61% of the portfolio, ranked #41.

XY Planning Network first reported a position in IVW in Q4 2025 and has held it in 4 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

XY Planning Network held 39,903 shares of iShares S&P 500 Growth ETF worth $5.68M as of Q3 2026.
XY Planning Network bought 4,868 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $675K.
iShares S&P 500 Growth ETF made up 0.61% of XY Planning Network's portfolio in Q3 2026, its #41 holding.
XY Planning Network first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 4 quarters since.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.