American Investment Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

American Investment 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	$1.86M	Sell	16,412 -405	-2%	-$48.7K	0.41%	51
2025 Q4	$2.07M	Sell	16,817 -2,078	-11%	-$254K	0.48%	47
2025 Q3	$2.28M	Sell	18,895 -173	-0.9%	-$19.9K	0.55%	43
2025 Q2	$2.1M	Sell	19,068 -3,545	-16%	-$351K	0.54%	46
2025 Q1	$2.1M	Sell	22,613 -598	-3%	-$60.3K	0.37%	57
2024 Q4	$2.36M	Buy	23,211 +4,486	+24%	+$448K	0.42%	52
2024 Q3	$1.79M	Sell	18,725 -74	-0.4%	-$6.83K	0.3%	62
2024 Q2	$1.74M	Buy	18,799 +1	+0%	+$86	0.31%	62
2024 Q1	$1.59M	Sell	18,798 -177	-0.9%	-$14.2K	0.28%	65
2023 Q4	$1.43M	Sell	18,975 -270	-1%	-$19.2K	0.27%	65
2023 Q3	$1.32M	Buy	19,245 +714	+4%	+$50.5K	0.28%	62
2023 Q2	$1.31M	Sell	18,531 -138	-0.7%	-$9.12K	0.26%	65
2023 Q1	$1.09M	Hold	18,669	–	–	0.22%	69
2022 Q4	$1.09M	Buy	18,669 +1,333	+8%	+$80K	0.22%	69
2022 Q3	$1M	Sell	17,336 -784	-4%	-$50.9K	0.24%	61
2022 Q2	$1.09M	Buy	18,120 +1,724	+11%	+$114K	0.25%	58
2022 Q1	$1.25M	Sell	16,396 -2,455	-13%	-$184K	0.27%	54
2021 Q4	$1.58M	Sell	18,851 -4,320	-19%	-$348K	0.35%	51
2021 Q3	$1.71M	Sell	23,171 -115	-0.5%	-$8.77K	0.38%	49
2021 Q2	$1.69M	Sell	23,286 -150	-0.6%	-$10.4K	0.39%	48
2021 Q1	$1.53M	Sell	23,436 -1,083	-4%	-$70K	0.41%	46
2020 Q4	$1.56M	Sell	24,519 -781	-3%	-$47.4K	0.48%	40
2020 Q3	$1.46M	Sell	25,300 -548	-2%	-$31K	0.49%	35
2020 Q2	$1.34M	Sell	25,848 -280	-1%	-$13.4K	0.47%	34
2020 Q1	$1.08M	Sell	26,128 -2,820	-10%	-$133K	0.41%	38
2019 Q4	$1.4M	Sell	28,948 -180	-0.6%	-$8.34K	0.42%	35
2019 Q3	$1.31M	Sell	29,128 -1,104	-4%	-$49.9K	0.41%	39
2019 Q2	$1.35M	Sell	30,232 -200	-0.7%	-$8.8K	0.43%	33
2019 Q1	$1.31M	Sell	30,432 -572	-2%	-$23.4K	0.42%	29
2018 Q4	$1.17M	Sell	31,004 -392	-1%	-$15.9K	0.42%	37
2018 Q3	$1.39M	Sell	31,396 -488	-2%	-$21K	0.47%	31
2018 Q2	$1.3M	Sell	31,884 -2,956	-8%	-$119K	0.45%	35
2018 Q1	$1.35M	Sell	34,840 -1,000	-3%	-$39.9K	0.48%	29
2017 Q4	$1.37M	Sell	35,840 -2,800	-7%	-$105K	0.5%	31
2017 Q3	$1.39M	Sell	38,640 -8,784	-19%	-$309K	0.53%	28
2017 Q2	$1.62M	Buy	47,424 +1,456	+3%	+$49.3K	0.64%	24
2017 Q1	$1.51M	Sell	45,968 -1,044	-2%	-$33.5K	0.61%	26
2016 Q4	$1.43M	Buy	47,012 +3,164	+7%	+$95.6K	0.6%	27
2016 Q3	$1.33M	Sell	43,848 -2,084	-5%	-$63.2K	0.55%	30
2016 Q2	$1.34M	Sell	45,932 -2,740	-6%	-$79.5K	0.58%	32
2016 Q1	$1.41M	Sell	48,672 -1,216	-2%	-$33.5K	0.69%	20
2015 Q4	$1.44M	Sell	49,888 -1,532	-3%	-$44.5K	0.79%	17
2015 Q3	$1.39M	Sell	51,420 -1,000	-2%	-$28.4K	0.77%	19
2015 Q2	$1.49M	Sell	52,420 -1,144	-2%	-$33.2K	0.8%	14
2015 Q1	$1.53M	Sell	53,564 -772	-1%	-$21.9K	0.83%	16
2014 Q4	$1.52M	Sell	54,336 -3,680	-6%	-$101K	0.83%	18
2014 Q3	$1.55M	Sell	58,016 -680	-1%	-$18.1K	0.86%	15
2014 Q2	$1.54M	Sell	58,696 -488	-0.8%	-$12.4K	0.84%	18
2014 Q1	$1.48M	Sell	59,184 -4,436	-7%	-$110K	0.85%	21
2013 Q4	$1.57M	Sell	63,620 -4,808	-7%	-$113K	0.94%	21
2013 Q3	$1.53M	Sell	68,428 -200	-0.3%	-$4.42K	0.96%	21
2013 Q2	$1.44M	Buy	+68,628	New	+$1.45M	0.9%	28

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

American Investment Services's IVW Position: Q1 2026 in Review

American Investment Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.4% in Q1 2026, selling an estimated $48.7K and leaving 16,412 shares worth $1.86M. The position accounts for 0.41% of the portfolio, ranked #51.

American Investment Services first reported a position in IVW in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.36M in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

American Investment Services held 16,412 shares of iShares S&P 500 Growth ETF worth $1.86M as of Q1 2026.
American Investment Services sold 405 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $48.7K.
iShares S&P 500 Growth ETF made up 0.41% of American Investment Services's portfolio in Q1 2026, its #51 holding.
American Investment Services first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 52 quarters since.
American Investment Services's iShares S&P 500 Growth ETF position peaked at $2.36M in Q4 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.