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

49 Wealth Management’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	$547K	Sell	4,838 -148	-3%	-$17.8K	0.04%	108
2025 Q4	$615K	Buy	4,986 +107	+2%	+$13.1K	0.05%	93
2025 Q3	$589K	Sell	4,879 -1,673	-26%	-$192K	0.06%	86
2025 Q2	$721K	Sell	6,552 -382	-6%	-$37.8K	0.08%	71
2025 Q1	$644K	Sell	6,934 -322	-4%	-$32.5K	0.08%	80
2024 Q4	$737K	Sell	7,256 -3,624	-33%	-$362K	0.11%	67
2024 Q3	$1.04M	Buy	10,880 +2,701	+33%	+$249K	0.17%	54
2024 Q2	$763K	Buy	8,179 +2,165	+36%	+$187K	0.15%	63
2024 Q1	$509K	Buy	6,014 +172	+3%	+$13.8K	0.11%	55
2023 Q4	$439K	Buy	+5,842	New	+$416K	0.11%	57

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

49 Wealth Management's IVW Position: Q1 2026 in Review

49 Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 3% in Q1 2026, selling an estimated $17.8K and leaving 4,838 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #108.

49 Wealth Management first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.04M in Q3 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

49 Wealth Management held 4,838 shares of iShares S&P 500 Growth ETF worth $547K as of Q1 2026.
49 Wealth Management sold 148 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $17.8K.
iShares S&P 500 Growth ETF made up 0.04% of 49 Wealth Management's portfolio in Q1 2026, its #108 holding.
49 Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
49 Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.04M in Q3 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.