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

Avaii 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	$283K	Buy	2,505 +81	+3%	+$9.74K	0.1%	127
2025 Q4	$299K	Buy	2,424 +1	+0%	+$122	0.11%	111
2025 Q3	$293K	Buy	2,423 +9	+0.4%	+$1.03K	0.11%	111
2025 Q2	$266K	Buy	2,414 +6	+0.2%	+$594	0.12%	109
2025 Q1	$224K	Buy	2,408 +8	+0.3%	+$807	0.12%	113
2024 Q4	$244K	Sell	2,400 -51	-2%	-$5.09K	0.12%	112
2024 Q3	$235K	Buy	+2,451	New	+$226K	0.12%	117

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Avaii Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 3.3% in Q1 2026, buying an estimated $9.74K and bringing the position to 2,505 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #127.

Avaii Wealth Management first reported a position in IVW in Q3 2024 and has held it in 7 quarters since. The position peaked at $299K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Avaii Wealth Management held 2,505 shares of iShares S&P 500 Growth ETF worth $283K as of Q1 2026.
Avaii Wealth Management bought 81 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $9.74K.
iShares S&P 500 Growth ETF made up 0.1% of Avaii Wealth Management's portfolio in Q1 2026, its #127 holding.
Avaii Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Avaii Wealth Management's iShares S&P 500 Growth ETF position peaked at $299K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.