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

Able 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	$1.56M	Sell	13,789 -50	-0.4%	-$6.01K	0.42%	45
2025 Q4	$1.71M	Buy	13,839 +58	+0.4%	+$7.1K	0.54%	39
2025 Q3	$1.66M	Sell	13,781 -336	-2%	-$38.6K	0.63%	37
2025 Q2	$1.55M	Buy	14,117 +2,073	+17%	+$205K	0.78%	34
2025 Q1	$1.12M	Sell	12,044 -264	-2%	-$26.6K	0.66%	37
2024 Q4	$1.25M	Sell	12,308 -1,040	-8%	-$104K	0.82%	30
2024 Q3	$1.28M	Sell	13,348 -40	-0.3%	-$3.69K	0.97%	22
2024 Q2	$1.24M	Sell	13,388 -561	-4%	-$48.4K	1.02%	24
2024 Q1	$1.18M	Sell	13,949 -410	-3%	-$32.9K	1.03%	22
2023 Q4	$1.08M	Buy	+14,359	New	+$1.02M	0.98%	23

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

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

Able Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.36% in Q1 2026, selling an estimated $6.01K and leaving 13,789 shares worth $1.56M. The position accounts for 0.42% of the portfolio, ranked #45.

Able Wealth Management first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.71M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Able Wealth Management held 13,789 shares of iShares S&P 500 Growth ETF worth $1.56M as of Q1 2026.
Able Wealth Management sold 50 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $6.01K.
iShares S&P 500 Growth ETF made up 0.42% of Able Wealth Management's portfolio in Q1 2026, its #45 holding.
Able Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Able Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.71M 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 Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.