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

Accretive Wealth Partners’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	$451K	Buy	3,984 +360	+10%	+$43.3K	0.13%	128
2025 Q4	$447K	Hold	3,624	–	–	0.13%	113
2025 Q3	$437K	Hold	3,624	–	–	0.13%	112
2025 Q2	$399K	Hold	3,624	–	–	0.13%	116
2025 Q1	$349K	Buy	+3,624	New	+$365K	0.12%	120
2024 Q4	–	Sell	-3,624	Closed	-$347K	–	130
2024 Q3	$347K	Hold	3,624	–	–	0.15%	113
2024 Q2	$335K	Hold	3,624	–	–	0.14%	116
2024 Q1	$302K	Hold	3,624	–	–	0.13%	119
2023 Q4	$272K	Hold	3,624	–	–	0.13%	121
2023 Q3	$248K	Hold	3,624	–	–	0.15%	111
2023 Q2	$255K	Hold	3,624	–	–	0.15%	106
2023 Q1	$232K	Hold	3,624	–	–	0.15%	106
2022 Q4	$212K	Buy	+3,624	New	+$218K	0.15%	107

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

Accretive Wealth Partners's IVW Position: Q1 2026 in Review

Accretive Wealth Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 9.9% in Q1 2026, buying an estimated $43.3K and bringing the position to 3,984 shares worth $451K. The position accounts for 0.13% of the portfolio, ranked #128.

Accretive Wealth Partners first reported a position in IVW in Q4 2022 and has held it in 13 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Accretive Wealth Partners held 3,984 shares of iShares S&P 500 Growth ETF worth $451K as of Q1 2026.
Accretive Wealth Partners bought 360 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $43.3K.
iShares S&P 500 Growth ETF made up 0.13% of Accretive Wealth Partners's portfolio in Q1 2026, its #128 holding.
Accretive Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 13 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.