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

Angeles Wealth Management’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	$1.62M	Hold	14,345	–	–	0.09%	86
2025 Q4	$1.77M	Buy	14,345 +5,495	+62%	+$673K	0.1%	83
2025 Q3	$1.07M	Hold	8,850	–	–	0.07%	109
2025 Q2	$974K	Hold	8,850	–	–	0.07%	108
2025 Q1	$822K	Hold	8,850	–	–	0.07%	104
2024 Q4	$899K	Hold	8,850	–	–	0.07%	97
2024 Q3	$847K	Buy	+8,850	New	+$817K	0.07%	95

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

Angeles Wealth Management's IVW Position: Q1 2026 in Review

Angeles Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 14,345 shares worth $1.62M. The position accounts for 0.09% of the portfolio, ranked #86.

Angeles Wealth Management first reported a position in IVW in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Angeles Wealth Management held 14,345 shares of iShares S&P 500 Growth ETF worth $1.62M as of Q1 2026.
Angeles Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.09% of Angeles Wealth Management's portfolio in Q1 2026, its #86 holding.
Angeles Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Angeles Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.77M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.