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ABLE Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

ABLE Financial Group’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 		$707K Hold
6,247
– – 0.14% 113
2025
Q4 		$770K Buy
6,247
+231
+4% +$28.3K 0.16% 98
2025
Q3 		$726K Buy
6,016
+232
+4% +$26.7K 0.16% 102
2025
Q2 		$637K Buy
+5,784
New +$572K 0.15% 104
2025
Q1 		– Sell
-3,523
Closed -$358K – 206
2024
Q4 		$358K Hold
3,523
– – 0.11% 133
2024
Q3 		$337K Hold
3,523
– – 0.1% 135
2024
Q2 		$326K Sell
3,523
-149
-4% -$12.8K 0.12% 131
2024
Q1 		$310K Hold
3,672
– – 0.12% 118
2023
Q4 		$276K Buy
3,672
+711
+24% +$50.6K 0.12% 120
2023
Q3 		$203K Sell
2,961
-19
-0.6% -$1.34K 0.1% 131
2023
Q2 		$210K Buy
+2,980
New +$197K 0.11% 135

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ABLE Financial Group's IVW Position: Q1 2026 in Review

ABLE Financial Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 6,247 shares worth $707K. The position accounts for 0.14% of the portfolio, ranked #113.

ABLE Financial Group first reported a position in IVW in Q2 2023 and has held it in 11 quarters since. The position peaked at $770K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • ABLE Financial Group held 6,247 shares of iShares S&P 500 Growth ETF worth $707K as of Q1 2026.
  • ABLE Financial Group left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Growth ETF made up 0.14% of ABLE Financial Group's portfolio in Q1 2026, its #113 holding.
  • ABLE Financial Group first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 11 quarters since.
  • ABLE Financial Group's iShares S&P 500 Growth ETF position peaked at $770K in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.