Allium Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Allium Financial Advisors’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	$388K	Sell	3,426 -142	-4%	-$17.1K	0.31%	45
2025 Q4	$440K	Sell	3,568 -61	-2%	-$7.47K	0.35%	42
2025 Q3	$438K	Hold	3,629	–	–	0.36%	43
2025 Q2	$400K	Hold	3,629	–	–	0.35%	47
2025 Q1	$337K	Buy	+3,629	New	+$366K	0.31%	52

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

Allium Financial Advisors's IVW Position: Q1 2026 in Review

Allium Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 4% in Q1 2026, selling an estimated $17.1K and leaving 3,426 shares worth $388K. The position accounts for 0.31% of the portfolio, ranked #45.

Allium Financial Advisors first reported a position in IVW in Q1 2025 and has held it in 5 quarters since. The position peaked at $440K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Allium Financial Advisors held 3,426 shares of iShares S&P 500 Growth ETF worth $388K as of Q1 2026.
Allium Financial Advisors sold 142 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $17.1K.
iShares S&P 500 Growth ETF made up 0.31% of Allium Financial Advisors's portfolio in Q1 2026, its #45 holding.
Allium Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 5 quarters since.
Allium Financial Advisors's iShares S&P 500 Growth ETF position peaked at $440K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.