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

ADG Wealth Management 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 		$27.8M Buy
245,561
+5,147
+2% +$619K 19.19% 1
2025
Q4 		$29.6M Sell
240,414
-750
-0.3% -$91.8K 22.45% 1
2025
Q3 		$29.1M Sell
241,164
-2,209
-0.9% -$254K 23.14% 1
2025
Q2 		$26.8M Buy
243,373
+37,468
+18% +$3.71M 22.81% 1
2025
Q1 		$19.1M Sell
205,905
-2,780
-1% -$280K 18.02% 1
2024
Q4 		$21.2M Buy
+208,685
New +$20.8M 18.82% 1

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

ADG Wealth Management Group's IVW Position: Q1 2026 in Review

ADG Wealth Management Group increased its iShares S&P 500 Growth ETF (IVW) stake by 2.1% in Q1 2026, buying an estimated $619K and bringing the position to 245,561 shares worth $27.8M. The position accounts for 19.19% of the portfolio, ranked #1.

ADG Wealth Management Group first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.6M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • ADG Wealth Management Group held 245,561 shares of iShares S&P 500 Growth ETF worth $27.8M as of Q1 2026.
  • ADG Wealth Management Group bought 5,147 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $619K.
  • iShares S&P 500 Growth ETF made up 19.19% of ADG Wealth Management Group's portfolio in Q1 2026, its #1 holding.
  • ADG Wealth Management Group first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • ADG Wealth Management Group's iShares S&P 500 Growth ETF position peaked at $29.6M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on ADG Wealth Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.