IVW — iShares SP 500 Growth Index Fd

Ownership history in WealthPLAN Partners, LLC  ·  39 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in iShares SP 500 Growth Index Fd (IVW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.14% (2017 Q3)
Avg. % of fund
1.14%
First filed
2015 Q1
Last filed
2025 Q4
Quarters held
39
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 66,096 +1,636 +2.5% 1.22% $8.1M $123.15
2025 Q3 REDUCED 64,460 -1,673 -2.5% 1.17% $7.8M $120.49
2025 Q2 ADDED 66,133 +790 +1.2% 1.17% $7.3M $109.76
2025 Q1 ADDED 65,343 +5,229 +8.7% 0.86% $6.1M $92.44
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVW price (monthly, adj. close)

Other funds also holding IVW

As of 2025 Q4 — sorted by position size

Stegner Investment Associates Inc. 3Y 40.58% Foundation Wealth Management, LLC 3Y 27.31% ENCOMPASS WEALTH ADVISORS, LLC 3Y 15.68% hemming& Wealth Management, Inc. 15.49% LVZ, Inc. 3Y 7Y 14.05% FINANCIAL LIFE ADVISORS 3Y 7Y 13.52% INSTRUMENTAL WEALTH, LLC 13.37% Coastline Complete Wealth LLC 13.08% SOFI WEALTH, LLC 3Y 12.93% Gallagher Capital Advisors, LLC 12.77%
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