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Arrow Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Arrow Investment Advisors’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 		$4.17M Buy
36,872
+2,547
+7% +$306K 4.44% 6
2025
Q4 		$4.23M Sell
34,325
-910
-3% -$111K 4.7% 4
2025
Q3 		$4.25M Buy
+35,235
New +$4.05M 4.7% 4
2025
Q2 		– Sell
-49,823
Closed -$4.63M – 67
2025
Q1 		$4.63M Sell
49,823
-4,249
-8% -$428K 4.89% 2
2024
Q4 		$5.18M Hold
54,072
– – 4.82% 4
2024
Q3 		$5.18M Sell
54,072
-2,701
-5% -$249K 4.82% 4
2024
Q2 		$5.25M Sell
56,773
-4,007
-7% -$345K 4.79% 2
2024
Q1 		$5.13M Sell
60,780
-7,570
-11% -$608K 4.38% 6
2023
Q4 		$5.13M Sell
68,350
-15,899
-19% -$1.13M 4.43% 7
2023
Q3 		$5.76M Sell
84,249
-8,718
-9% -$617K 4.6% 4
2023
Q2 		$6.55M Buy
+92,967
New +$6.15M 5.16% 6
2021
Q1 		– Sell
-100,021
Closed -$6.38M – 62
2020
Q4 		$6.38M Sell
100,021
-56,471
-36% -$3.42M 4.52% 5
2020
Q3 		$9.04M Sell
156,492
-10,748
-6% -$608K 5.92% 4
2020
Q2 		$8.68M Sell
167,240
-16,460
-9% -$789K 5.77% 5
2020
Q1 		$7.58M Buy
+183,700
New +$8.69M 5.25% 8
2019
Q4 		– Sell
-264,076
Closed -$11.9K – 67
2019
Q3 		$11.9K Sell
264,076
-16,380
-6% -$741K 5.57% 9
2019
Q2 		$12.6M Sell
280,456
-24,156
-8% -$1.06M 5.06% 8
2019
Q1 		$13.1M Buy
+304,612
New +$12.5M 5.35% 9

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Arrow Investment Advisors's IVW Position: Q1 2026 in Review

Arrow Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 7.4% in Q1 2026, buying an estimated $306K and bringing the position to 36,872 shares worth $4.17M. The position accounts for 4.44% of the portfolio, ranked #6.

Arrow Investment Advisors first reported a position in IVW in Q1 2019 and has held it in 18 quarters since. The position peaked at $13.1M in Q1 2019. 2,042 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Arrow Investment Advisors held 36,872 shares of iShares S&P 500 Growth ETF worth $4.17M as of Q1 2026.
  • Arrow Investment Advisors bought 2,547 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $306K.
  • iShares S&P 500 Growth ETF made up 4.44% of Arrow Investment Advisors's portfolio in Q1 2026, its #6 holding.
  • Arrow Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 18 quarters since.
  • Arrow Investment Advisors's iShares S&P 500 Growth ETF position peaked at $13.1M in Q1 2019.
  • 2,042 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Arrow Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.