Allen Capital Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Allen Capital 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	$401K	Buy	3,547 +220	+7%	+$26.5K	0.04%	214
2025 Q4	$410K	Buy	3,327 +41	+1%	+$5.02K	0.04%	212
2025 Q3	$397K	Hold	3,286	–	–	0.04%	209
2025 Q2	$362K	Sell	3,286 -29	-0.9%	-$2.87K	0.04%	211
2025 Q1	$308K	Sell	3,315 -46	-1%	-$4.64K	0.03%	204
2024 Q4	$341K	Hold	3,361	–	–	0.04%	186
2024 Q3	$322K	Sell	3,361 -60	-2%	-$5.54K	0.04%	181
2024 Q2	$317K	Hold	3,421	–	–	0.04%	172
2024 Q1	$289K	Hold	3,421	–	–	0.04%	169
2023 Q4	$257K	Buy	3,421 +155	+5%	+$11K	0.04%	154
2023 Q3	$224K	Buy	+3,266	New	+$231K	0.04%	153
2022 Q2	–	Sell	-5,323	Closed	-$407K	–	167
2022 Q1	$407K	Sell	5,323 -135	-2%	-$10.1K	0.08%	123
2021 Q4	$457K	Sell	5,458 -209	-4%	-$16.8K	0.07%	112
2021 Q3	$419K	Buy	5,667 +187	+3%	+$14.3K	0.08%	109
2021 Q2	$399K	Buy	+5,480	New	+$379K	0.08%	114
2019 Q3	–	Sell	-4,996	Closed	-$224K	–	134
2019 Q2	$224K	Buy	+4,996	New	+$220K	0.07%	118

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

Allen Capital Group's IVW Position: Q1 2026 in Review

Allen Capital Group increased its iShares S&P 500 Growth ETF (IVW) stake by 6.6% in Q1 2026, buying an estimated $26.5K and bringing the position to 3,547 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #214.

Allen Capital Group first reported a position in IVW in Q2 2019 and has held it in 16 quarters since. The position peaked at $457K in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Allen Capital Group held 3,547 shares of iShares S&P 500 Growth ETF worth $401K as of Q1 2026.
Allen Capital Group bought 220 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $26.5K.
iShares S&P 500 Growth ETF made up 0.04% of Allen Capital Group's portfolio in Q1 2026, its #214 holding.
Allen Capital Group first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and has held it in 16 quarters since.
Allen Capital Group's iShares S&P 500 Growth ETF position peaked at $457K in Q4 2021.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.