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

Aprio 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 		$1.78M Buy
15,763
+147
+0.9% +$17.7K 0.1% 138
2025
Q4 		$1.92M Sell
15,616
-552
-3% -$67.6K 0.11% 125
2025
Q3 		$1.95M Sell
16,168
-509
-3% -$58.5K 0.19% 80
2025
Q2 		$1.84M Sell
16,677
-629
-4% -$62.3K 0.21% 72
2025
Q1 		$1.61M Buy
17,306
+7,279
+73% +$734K 0.2% 75
2024
Q4 		$1.02M Hold
10,027
– – 0.15% 86
2024
Q3 		$960K Hold
10,027
– – 0.15% 82
2024
Q2 		$928K Sell
10,027
-555
-5% -$47.8K 0.17% 74
2024
Q1 		$894K Buy
10,582
+555
+6% +$44.6K 0.18% 71
2023
Q4 		$753K Buy
10,027
+31
+0.3% +$2.21K 0.17% 74
2023
Q3 		$684K Hold
9,996
– – 0.19% 64
2023
Q2 		$705K Sell
9,996
-628
-6% -$41.5K 0.19% 56
2023
Q1 		$679K Sell
10,624
-90
-0.8% -$5.5K 0.21% 50
2022
Q4 		$627K Sell
10,714
-252
-2% -$15.1K 0.22% 51
2022
Q3 		$634K Buy
+10,966
New +$713K 0.25% 51

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Aprio Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.94% in Q1 2026, buying an estimated $17.7K and bringing the position to 15,763 shares worth $1.78M. The position accounts for 0.1% of the portfolio, ranked #138.

Aprio Wealth Management first reported a position in IVW in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.95M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Aprio Wealth Management held 15,763 shares of iShares S&P 500 Growth ETF worth $1.78M as of Q1 2026.
  • Aprio Wealth Management bought 147 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $17.7K.
  • iShares S&P 500 Growth ETF made up 0.1% of Aprio Wealth Management's portfolio in Q1 2026, its #138 holding.
  • Aprio Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • Aprio Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.95M in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.