YIA
IVW icon

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

YHB Investment 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 		$15.4M Buy
108,550
+97
+0.1% +$13.4K 0.97% 28
2026
Q2 		$14.9M Buy
108,453
+97
+0.1% +$12.8K 0.96% 29
2026
Q1 		$12.3M Buy
108,356
+93
+0.1% +$11.2K 0.88% 32
2025
Q4 		$13.3M Buy
108,263
+113
+0.1% +$13.8K 0.92% 29
2025
Q3 		$13.1M Buy
108,150
+122
+0.1% +$14K 0.95% 27
2025
Q2 		$11.9M Buy
108,028
+118
+0.1% +$11.7K 0.92% 28
2025
Q1 		$10M Buy
107,910
+120
+0.1% +$12.1K 0.84% 28
2024
Q4 		$10.9M Buy
107,790
+137
+0.1% +$13.7K 0.9% 29
2024
Q3 		$10.3M Buy
107,653
+158
+0.1% +$14.6K 0.85% 29
2024
Q2 		$9.95M Buy
107,495
+85
+0.1% +$7.33K 0.86% 28
2024
Q1 		$9.07M Sell
107,410
-6,286
-6% -$505K 0.8% 32
2023
Q4 		$8.54M Sell
113,696
-13,379
-11% -$952K 0.83% 29
2023
Q3 		$8.69M Hold
127,075
– – 0.8% 33
2023
Q2 		$8.96M Buy
127,075
+270
+0.2% +$17.8K 0.84% 32
2023
Q1 		$8.1M Buy
126,805
+4,699
+4% +$287K 0.81% 30
2022
Q4 		$7.14M Buy
122,106
+4,358
+4% +$262K 0.76% 38
2022
Q3 		$6.81M Buy
117,748
+296
+0.3% +$19.2K 0.76% 34
2022
Q2 		$7.09M Buy
117,452
+389
+0.3% +$25.7K 0.75% 38
2022
Q1 		$8.94M Hold
117,063
– – 0.79% 34
2021
Q4 		$9.79M Buy
117,063
+130
+0.1% +$10.5K 0.78% 35
2021
Q3 		$8.64M Buy
116,933
+224
+0.2% +$17.1K 0.75% 35
2021
Q2 		$8.49M Buy
116,709
+137
+0.1% +$9.48K 0.72% 37
2021
Q1 		$8.15M Sell
116,572
-585
-0.5% -$37.8K 0.71% 40
2020
Q4 		$7.48M Buy
117,157
+529
+0.5% +$32.1K 0.71% 38
2020
Q3 		$6.74M Buy
+116,628
New +$6.6M 0.73% 38

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
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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

YHB Investment Advisors's IVW Position: Q3 2026 in Review

YHB Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q3 2026, buying an estimated $13.4K and bringing the position to 108,550 shares worth $15.4M. The position accounts for 0.97% of the portfolio, ranked #28.

YHB Investment Advisors first reported a position in IVW in Q3 2020 and has held it in 25 quarters since. 92 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • YHB Investment Advisors held 108,550 shares of iShares S&P 500 Growth ETF worth $15.4M as of Q3 2026.
  • YHB Investment Advisors bought 97 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $13.4K.
  • iShares S&P 500 Growth ETF made up 0.97% of YHB Investment Advisors's portfolio in Q3 2026, its #28 holding.
  • YHB Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 25 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.