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

Advocacy Wealth Management 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	$93.7M	Buy	828,745 +44,231	+6%	+$5.32M	4.15%	7
2025 Q4	$96.7M	Buy	784,514 +29,575	+4%	+$3.62M	4.05%	5
2025 Q3	$91.1M	Buy	754,939 +6,101	+0.8%	+$702K	3.96%	5
2025 Q2	$82.4M	Sell	748,838 -56,184	-7%	-$5.56M	5.06%	5
2025 Q1	$74.7M	Buy	805,022 +85,780	+12%	+$8.65M	5.09%	6
2024 Q4	$73M	Buy	719,242 +33,335	+5%	+$3.33M	5.55%	4
2024 Q3	$65.7M	Sell	685,907 -39,454	-5%	-$3.64M	5.16%	5
2024 Q2	$67.1M	Buy	725,361 +275,876	+61%	+$23.8M	5.54%	4
2024 Q1	$38M	Buy	449,485 +328,258	+271%	+$26.4M	3.26%	11
2023 Q4	$9.1M	Buy	+121,227	New	+$8.63M	0.86%	26
2019 Q4	–	Sell	-3,028	Closed	-$136K	–	149
2019 Q3	$136K	Buy	3,028 +396	+15%	+$17.9K	0.09%	29
2019 Q2	$118K	Buy	+2,632	New	+$116K	0.09%	25

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

Advocacy Wealth Management Services's IVW Position: Q1 2026 in Review

Advocacy Wealth Management Services increased its iShares S&P 500 Growth ETF (IVW) stake by 5.6% in Q1 2026, buying an estimated $5.32M and bringing the position to 828,745 shares worth $93.7M. The position accounts for 4.15% of the portfolio, ranked #7.

Advocacy Wealth Management Services first reported a position in IVW in Q2 2019 and has held it in 12 quarters since. The position peaked at $96.7M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Advocacy Wealth Management Services held 828,745 shares of iShares S&P 500 Growth ETF worth $93.7M as of Q1 2026.
Advocacy Wealth Management Services bought 44,231 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $5.32M.
iShares S&P 500 Growth ETF made up 4.15% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #7 holding.
Advocacy Wealth Management Services first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and has held it in 12 quarters since.
Advocacy Wealth Management Services's iShares S&P 500 Growth ETF position peaked at $96.7M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.