Traphagen Investment Advisors 13F: New $250K Stake in IVW
An SEC filing shows Traphagen Investment Advisors added a brand-new holding in the large-cap growth fund.
Reviewed by automated data checks against the source filing. How we make and check alerts
Traphagen Investment Advisors opened a new position of 1,755 shares in iShares S&P 500 Growth ETF ($IVW), according to a 13F filing with the SEC dated October 14, 2026. It reported 1,755 shares worth $249,627 at the end of the quarter.
Since the filing, $IVW is down 2.0% to date (from the $141.82 close on Oct 14, 2026).
Find the original: Traphagen Investment Advisors 13F filings on SEC EDGAR
IVW
iShares S&P 500 Growth ETF
Key Points
- Traphagen Investment Advisors opened a brand-new position in iShares S&P 500 Growth ETF (IVW) by purchasing 1,755 shares.
- The newly established stake carried a reported value of $249,627 as of the filing period.
- Keep in mind that Form 13F filings look backward at past portfolio choices and may not reflect the fund's current holdings today.
Get $IVW trade alerts by text
We text you when insiders, Congress or big funds trade $IVW. Free.
Not investment advice. EarningsIQ is not a registered investment adviser, and this automated iShares S&P 500 Growth ETF alert may contain errors. Disclosures
Traphagen Investment Advisors has stepped into a popular large-cap growth fund. According to a Form 13F filing with the SEC on October 14, 2026, the firm picked up shares in the iShares S&P 500 Growth ETF IVW. Institutional reports like this provide a window into past portfolio moves, though they don't necessarily show what the firm holds right now.
What Changed in Traphagen Investment Advisors's iShares S&P 500 Growth ETF Position
The fund opened a brand-new position in the exchange-traded fund during the period. Traphagen Investment Advisors bought 1,755 shares, taking its stake from zero up to 1,755 shares. That new holding carried a reported value of $249,627.
iShares S&P 500 Growth ETF Stock Down 2.0%
Shares of the exchange-traded fund recently traded around $138.79 as of October 16, 2026. The stock sits below its 50-day moving average of $141.20, while remaining above its 200-day moving average of $131.14. The fund has traded between a 52-week low of $108.13 and a 52-week high of $146.83. It carries a price-to-earnings ratio of 25.89 and a dividend yield of 0.34%.
About iShares S&P 500 Growth ETF
The fund seeks to track the investment results of the S&P 500 Growth Index, which measures the performance of large-capitalization growth companies in the U.S. equity market. It selects stocks from the broader S&P 500 that exhibit strong growth characteristics as determined by the index provider. This portfolio gives investors targeted exposure to top-tier growth enterprises across various sectors.
Bottom Line
Investors looking to track Traphagen Investment Advisors's next moves will need to wait for future SEC disclosures. Because 13F reports reflect past holdings from the close of the reporting quarter, checking later filings is the only way to see if the firm kept building this position or moved on to other assets. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Traphagen Investment Advisors's 13F filing on $IVW (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Traphagen Investment Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts