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Ashton Thomas Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ashton Thomas Private Wealth’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 		$22.5M Buy
198,523
+2,545
+1% +$306K 0.53% 41
2025
Q4 		$24.2M Buy
195,978
+12,407
+7% +$1.52M 0.59% 32
2025
Q3 		$22.2M Buy
183,571
+74,582
+68% +$8.58M 0.57% 29
2025
Q2 		$12M Sell
108,989
-30,658
-22% -$3.03M 0.42% 52
2025
Q1 		$13M Sell
139,647
-29,123
-17% -$2.94M 0.5% 46
2024
Q4 		$17.1M Buy
168,770
+52,851
+46% +$5.27M 0.67% 27
2024
Q3 		$11.1M Sell
115,919
-5,672
-5% -$524K 0.58% 37
2024
Q2 		$11.3M Buy
121,591
+10,313
+9% +$889K 0.61% 35
2024
Q1 		$9.4M Buy
111,278
+14,893
+15% +$1.2M 0.54% 43
2023
Q4 		$7.24M Buy
96,385
+3,596
+4% +$256K 0.46% 59
2023
Q3 		$6.35M Buy
92,789
+5,622
+6% +$398K 0.46% 55
2023
Q2 		$6.14M Buy
87,167
+9,068
+12% +$599K 0.47% 56
2023
Q1 		$4.99M Buy
78,099
+3,459
+5% +$211K 0.44% 61
2022
Q4 		$4.37M Buy
74,640
+9,621
+15% +$578K 0.43% 61
2022
Q3 		$3.76M Buy
65,019
+11,684
+22% +$759K 0.42% 60
2022
Q2 		$3.22M Sell
53,335
-1,878
-3% -$124K 0.35% 78
2022
Q1 		$4.22M Sell
55,213
-883
-2% -$66.3K 0.37% 74
2021
Q4 		$4.69M Buy
56,096
+8,941
+19% +$720K 0.46% 51
2021
Q3 		$3.49M Buy
47,155
+8,976
+24% +$684K 0.5% 45
2021
Q2 		$2.78M Sell
38,179
-177
-0.5% -$12.3K 0.42% 62
2021
Q1 		$2.5M Buy
38,356
+1,188
+3% +$76.8K 0.42% 63
2020
Q4 		$2.37M Buy
37,168
+5,256
+16% +$319K 0.45% 60
2020
Q3 		$1.84M Sell
31,912
-1,208
-4% -$68.4K 0.46% 56
2020
Q2 		$1.72M Sell
33,120
-5,036
-13% -$241K 0.51% 58
2020
Q1 		$1.57M Buy
38,156
+2,464
+7% +$117K 0.64% 37
2019
Q4 		$1.73M Buy
35,692
+29,596
+485% +$1.37M 0.57% 43
2019
Q3 		$274K Sell
6,096
-136
-2% -$6.15K 0.11% 159
2019
Q2 		$279K Sell
6,232
-84
-1% -$3.69K 0.11% 148
2019
Q1 		$272K Buy
+6,316
New +$259K 0.11% 145

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

Ashton Thomas Private Wealth's IVW Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q1 2026, buying an estimated $306K and bringing the position to 198,523 shares worth $22.5M. The position accounts for 0.53% of the portfolio, ranked #41.

Ashton Thomas Private Wealth first reported a position in IVW in Q1 2019 and has held it in 29 quarters since. The position peaked at $24.2M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Ashton Thomas Private Wealth held 198,523 shares of iShares S&P 500 Growth ETF worth $22.5M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 2,545 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $306K.
  • iShares S&P 500 Growth ETF made up 0.53% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #41 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Ashton Thomas Private Wealth's iShares S&P 500 Growth ETF position peaked at $24.2M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.