Arcadia Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Arcadia Investment 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	$43.5K	Sell	385 -450	-54%	-$54.1K	0.01%	178
2025 Q4	$103K	Buy	835 +822	+6,323%	+$101K	0.02%	148
2025 Q3	$1.57K	Buy	13 +3	+30%	+$345	﹤0.01%	244
2025 Q2	$1.1K	Hold	10	–	–	﹤0.01%	244
2025 Q1	$929	Hold	10	–	–	﹤0.01%	263
2024 Q4	$1.02K	Hold	10	–	–	﹤0.01%	298
2024 Q3	$958	Hold	10	–	–	﹤0.01%	249
2024 Q2	$926	Hold	10	–	–	﹤0.01%	302
2024 Q1	$845	Hold	10	–	–	﹤0.01%	307
2023 Q4	$751	Buy	+10	New	+$712	﹤0.01%	310

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Arcadia Investment Management's IVW Position: Q1 2026 in Review

Arcadia Investment Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 54% in Q1 2026, selling an estimated $54.1K and leaving 385 shares worth $43.5K. The position accounts for 0.01% of the portfolio, ranked #178.

Arcadia Investment Management first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $103K in Q4 2025. 2,055 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Arcadia Investment Management held 385 shares of iShares S&P 500 Growth ETF worth $43.5K as of Q1 2026.
Arcadia Investment Management sold 450 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $54.1K.
iShares S&P 500 Growth ETF made up 0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #178 holding.
Arcadia Investment Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Arcadia Investment Management's iShares S&P 500 Growth ETF position peaked at $103K in Q4 2025.
2,055 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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