Y-Intercept (HK)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Y-Intercept (HK)’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	–	Sell	-1,648	Closed	-$227K	–	1827
2026 Q2	$227K	Buy	+1,648	New	+$218K	﹤0.01%	1535
2025 Q2	–	Sell	-5,569	Closed	-$517K	–	1818
2025 Q1	$517K	Buy	+5,569	New	+$561K	0.04%	687
2024 Q1	–	Sell	-15,999	Closed	-$1.2M	–	1565
2023 Q4	$1.2M	Buy	+15,999	New	+$1.14M	0.11%	257
2023 Q3	–	Sell	-8,848	Closed	-$624K	–	1317
2023 Q2	$624K	Buy	8,848 +1,402	+19%	+$92.7K	0.07%	479
2023 Q1	$476K	Buy	+7,446	New	+$455K	0.06%	552
2022 Q3	–	Sell	-12,499	Closed	-$754K	–	1113
2022 Q2	$754K	Buy	+12,499	New	+$827K	0.1%	299
2021 Q4	–	Sell	-13,841	Closed	-$1.02M	–	724
2021 Q3	$1.02M	Buy	+13,841	New	+$1.06M	0.19%	177

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

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

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

Y-Intercept (HK)'s IVW Position: Q3 2026 in Review

Y-Intercept (HK) sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2026, closing a stake of 1,648 shares — an estimated $227K sold.

Y-Intercept (HK) first reported a position in IVW in Q3 2021 and held it in 7 quarters. The position peaked at $1.2M in Q4 2023. 691 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Y-Intercept (HK) reported no remaining iShares S&P 500 Growth ETF position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 1,648 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $227K.
Y-Intercept (HK) first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and held it in 7 quarters.
Y-Intercept (HK)'s iShares S&P 500 Growth ETF position peaked at $1.2M in Q4 2023.
691 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.