Acorn Financial Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Acorn Financial Advisory Services’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	–	Sell	-2,019	Closed	-$249K	–	228
2025 Q4	$249K	Sell	2,019 -809	-29%	-$99K	0.04%	181
2025 Q3	$341K	Buy	2,828 +708	+33%	+$81.4K	0.05%	147
2025 Q2	$233K	Sell	2,120 -379	-15%	-$37.5K	0.04%	179
2025 Q1	$232K	Sell	2,499 -384	-13%	-$38.7K	0.04%	168
2024 Q4	$293K	Sell	2,883 -729	-20%	-$72.7K	0.05%	165
2024 Q3	$346K	Sell	3,612 -304	-8%	-$28.1K	0.06%	148
2024 Q2	$362K	Buy	+3,916	New	+$338K	0.07%	132
2024 Q1	–	Sell	-2,926	Closed	-$217K	–	227
2023 Q4	$217K	Sell	2,926 -1,415	-33%	-$101K	0.04%	232
2023 Q3	$298K	Buy	4,341 +217	+5%	+$15.4K	0.05%	192
2023 Q2	$291K	Buy	4,124 +1	+0%	+$66	0.05%	197
2023 Q1	$263K	Hold	4,123	–	–	0.05%	188
2022 Q4	$241K	Buy	+4,123	New	+$248K	0.05%	191

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Acorn Financial Advisory Services's IVW Position: Q1 2026 in Review

Acorn Financial Advisory Services sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 2,019 shares — an estimated $249K sold.

Acorn Financial Advisory Services first reported a position in IVW in Q4 2022 and held it in 12 quarters. The position peaked at $362K in Q2 2024. 2,055 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Acorn Financial Advisory Services reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Acorn Financial Advisory Services sold 2,019 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $249K.
Acorn Financial Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 12 quarters.
Acorn Financial Advisory Services's iShares S&P 500 Growth ETF position peaked at $362K in Q2 2024.
2,055 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.