1776 Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

1776 Wealth’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 Q1	$339K	Hold	3,000	–	–	0.13%	108
2025 Q4	$370K	Hold	3,000	–	–	0.14%	101
2025 Q3	$362K	Hold	3,000	–	–	0.14%	101
2025 Q2	$330K	Hold	3,000	–	–	0.14%	110
2025 Q1	$278K	Hold	3,000	–	–	0.13%	119
2024 Q4	$305K	Hold	3,000	–	–	0.14%	111
2024 Q3	$287K	Hold	3,000	–	–	0.13%	119
2024 Q2	$278K	Hold	3,000	–	–	0.12%	121
2024 Q1	$253K	Hold	3,000	–	–	0.12%	116
2023 Q4	$225K	Hold	3,000	–	–	0.11%	121
2023 Q3	$205K	Hold	3,000	–	–	0.11%	121
2023 Q2	$211K	Buy	+3,000	New	+$198K	0.11%	124
2022 Q2	–	Sell	-3,000	Closed	-$229K	–	128
2022 Q1	$229K	Hold	3,000	–	–	0.13%	115
2021 Q4	$251K	Hold	3,000	–	–	0.13%	108
2021 Q3	$222K	Sell	3,000 -960	-24%	-$73.2K	0.13%	110
2021 Q2	$288K	Hold	3,960	–	–	0.16%	94
2021 Q1	$258K	Hold	3,960	–	–	0.16%	96
2020 Q4	$253K	Hold	3,960	–	–	0.16%	96
2020 Q3	$229K	Hold	3,960	–	–	0.17%	92
2020 Q2	$205K	Sell	3,960 -3,960	-50%	-$190K	0.14%	99
2020 Q1	$354K	Buy	7,920 +3,960	+100%	+$187K	0.15%	104
2019 Q4	$191K	Buy	+3,960	New	+$184K	0.16%	100

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

1776 Wealth's IVW Position: Q1 2026 in Review

1776 Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 3,000 shares worth $339K. The position accounts for 0.13% of the portfolio, ranked #108.

1776 Wealth first reported a position in IVW in Q4 2019 and has held it in 22 quarters since. The position peaked at $370K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

1776 Wealth held 3,000 shares of iShares S&P 500 Growth ETF worth $339K as of Q1 2026.
1776 Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.13% of 1776 Wealth's portfolio in Q1 2026, its #108 holding.
1776 Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 22 quarters since.
1776 Wealth's iShares S&P 500 Growth ETF position peaked at $370K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.