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Ausdal Financial Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ausdal Financial Partners’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 		$2M Sell
17,714
-53,902
-75% -$6.48M 0.09% 223
2025
Q4 		$8.83M Buy
71,616
+3,728
+5% +$456K 0.41% 50
2025
Q3 		$8.2M Buy
67,888
+57,260
+539% +$6.59M 0.4% 53
2025
Q2 		$1.17M Buy
10,628
+4,585
+76% +$454K 0.08% 235
2025
Q1 		$561K Buy
6,043
+2,427
+67% +$245K 0.04% 370
2024
Q4 		$367K Buy
3,616
+58
+2% +$5.79K 0.03% 416
2024
Q3 		$341K Sell
3,558
-1,783
-33% -$165K 0.04% 385
2024
Q2 		$494K Buy
5,341
+520
+11% +$44.8K 0.05% 293
2024
Q1 		$407K Buy
4,821
+479
+11% +$38.5K 0.05% 309
2023
Q4 		$326K Sell
4,342
-390
-8% -$27.8K 0.04% 333
2023
Q3 		$324K Buy
4,732
+1,251
+36% +$88.5K 0.04% 322
2023
Q2 		$245K Buy
3,481
+123
+4% +$8.13K 0.03% 359
2023
Q1 		$215K Sell
3,358
-245
-7% -$15K 0.03% 408
2022
Q4 		$211K Buy
+3,603
New +$216K 0.03% 407
2022
Q1 		– Sell
-2,503
Closed -$209K – 508
2021
Q4 		$209K Buy
+2,503
New +$202K 0.03% 443
2018
Q4 		– Sell
-36,048
Closed -$1.6M – 329
2018
Q3 		$1.6M Sell
36,048
-464
-1% -$19.9K 0.45% 56
2018
Q2 		$1.48M Sell
36,512
-3,928
-10% -$158K 0.46% 50
2018
Q1 		$1.57M Buy
40,440
+20,904
+107% +$834K 0.54% 39
2017
Q4 		$746K Buy
19,536
+9,012
+86% +$337K 0.27% 117
2017
Q3 		$377K Sell
10,524
-128
-1% -$4.51K 0.15% 186
2017
Q2 		$364K Buy
10,652
+2,120
+25% +$71.8K 0.16% 182
2017
Q1 		$281K Buy
8,532
+84
+1% +$2.69K 0.13% 205
2016
Q4 		$257K Buy
8,448
+488
+6% +$14.7K 0.12% 195
2016
Q3 		$242K Sell
7,960
-752
-9% -$22.8K 0.12% 204
2016
Q2 		$254K Sell
8,712
-480
-5% -$13.9K 0.13% 186
2016
Q1 		$266K Sell
9,192
-2,400
-21% -$66K 0.15% 167
2015
Q4 		$336K Buy
+11,592
New +$337K 0.17% 140

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

Ausdal Financial Partners's IVW Position: Q1 2026 in Review

Ausdal Financial Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 75% in Q1 2026, selling an estimated $6.48M and leaving 17,714 shares worth $2M. The position accounts for 0.09% of the portfolio, ranked #223.

Ausdal Financial Partners first reported a position in IVW in Q4 2015 and has held it in 27 quarters since. The position peaked at $8.83M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Ausdal Financial Partners held 17,714 shares of iShares S&P 500 Growth ETF worth $2M as of Q1 2026.
  • Ausdal Financial Partners sold 53,902 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $6.48M.
  • iShares S&P 500 Growth ETF made up 0.09% of Ausdal Financial Partners's portfolio in Q1 2026, its #223 holding.
  • Ausdal Financial Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 27 quarters since.
  • Ausdal Financial Partners's iShares S&P 500 Growth ETF position peaked at $8.83M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.