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BOLTON SECURITIES CORPORATION’s iShares S&P 500 Growth ETF IVW Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$304K Buy
2,139
+9
+0.4% +$1.25K 0.01% 743
2026
Q2 		$293K Buy
2,130
+935
+78% +$123K 0.01% 772
2026
Q1 		$135K Buy
+1,195
New +$144K 0.01% 931
2025
Q3 		$460K Buy
+3,808
New +$438K 0.02% 532
2025
Q1 		$258K Buy
+2,774
New +$280K 0.02% 631

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

BOLTON SECURITIES CORPORATION's IVW Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares S&P 500 Growth ETF (IVW) stake by 0.42% in Q3 2026, buying an estimated $1.25K and bringing the position to 2,139 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #743.

BOLTON SECURITIES CORPORATION first reported a position in IVW in Q1 2025 and has held it in 5 quarters since. The position peaked at $460K in Q3 2025. 1,716 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,139 shares of iShares S&P 500 Growth ETF worth $304K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 9 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $1.25K.
  • iShares S&P 500 Growth ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #743 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares S&P 500 Growth ETF position peaked at $460K in Q3 2025.
  • 1,716 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.