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

Apollon 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	$25.5M	Sell	225,632 -50,330	-18%	-$6.05M	0.41%	47
2025 Q4	$34M	Buy	275,962 +15,234	+6%	+$1.86M	0.59%	33
2025 Q3	$31.5M	Buy	260,728 +23,192	+10%	+$2.67M	0.56%	35
2025 Q2	$26.2M	Sell	237,536 -2,137	-0.9%	-$212K	0.52%	38
2025 Q1	$22.2M	Buy	239,673 +88,241	+58%	+$8.9M	0.49%	42
2024 Q4	$15.4M	Buy	151,432 +27,829	+23%	+$2.78M	0.35%	55
2024 Q3	$11.8M	Buy	123,603 +8,963	+8%	+$828K	0.33%	59
2024 Q2	$10.6M	Buy	114,640 +19,753	+21%	+$1.7M	0.32%	59
2024 Q1	$8.01M	Buy	94,887 +7,455	+9%	+$599K	0.25%	73
2023 Q4	$6.57M	Buy	87,432 +3,204	+4%	+$228K	0.23%	83
2023 Q3	$5.76M	Sell	84,228 -5,395	-6%	-$382K	0.29%	67
2023 Q2	$6.32M	Buy	89,623 +1,455	+2%	+$96.2K	0.3%	68
2023 Q1	$5.63M	Buy	88,168 +3,562	+4%	+$218K	0.35%	58
2022 Q4	$4.95M	Buy	84,606 +14,600	+21%	+$877K	0.35%	56
2022 Q3	$4.05M	Sell	70,006 -435	-0.6%	-$28.3K	0.33%	58
2022 Q2	$4.25M	Buy	70,441 +133	+0.2%	+$8.8K	0.35%	53
2022 Q1	$5.37M	Sell	70,308 -17,525	-20%	-$1.32M	0.38%	52
2021 Q4	$7.35M	Buy	87,833 +38,658	+79%	+$3.11M	0.55%	31
2021 Q3	$3.63M	Buy	49,175 +2,012	+4%	+$153K	0.5%	40
2021 Q2	$3.43M	Sell	47,163 -639	-1%	-$44.2K	0.61%	36
2021 Q1	$3.11M	Buy	+47,802	New	+$3.09M	0.6%	36
2020 Q3	–	Sell	-1,368	Closed	-$71K	–	417
2020 Q2	$71K	Buy	+1,368	New	+$65.6K	0.04%	207
2019 Q3	–	Sell	-1,432	Closed	-$64K	–	86
2019 Q2	$64K	Buy	+1,432	New	+$63K	0.07%	88

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

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

Apollon Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 18% in Q1 2026, selling an estimated $6.05M and leaving 225,632 shares worth $25.5M. The position accounts for 0.41% of the portfolio, ranked #47.

Apollon Wealth Management first reported a position in IVW in Q2 2019 and has held it in 23 quarters since. The position peaked at $34M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Apollon Wealth Management held 225,632 shares of iShares S&P 500 Growth ETF worth $25.5M as of Q1 2026.
Apollon Wealth Management sold 50,330 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $6.05M.
iShares S&P 500 Growth ETF made up 0.41% of Apollon Wealth Management's portfolio in Q1 2026, its #47 holding.
Apollon Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and has held it in 23 quarters since.
Apollon Wealth Management's iShares S&P 500 Growth ETF position peaked at $34M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.