Avestar Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Avestar Capital’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	$7.62M	Sell	67,388 -459	-0.7%	-$55.2K	0.49%	36
2025 Q4	$8.36M	Sell	67,847 -2,390	-3%	-$293K	0.54%	32
2025 Q3	$8.48M	Sell	70,237 -3,331	-5%	-$383K	0.56%	30
2025 Q2	$8.1M	Buy	73,568 +2,199	+3%	+$218K	0.55%	35
2025 Q1	$6.63M	Sell	71,369 -11,672	-14%	-$1.18M	0.58%	31
2024 Q4	$8.43M	Buy	83,041 +626	+0.8%	+$62.5K	0.72%	22
2024 Q3	$7.89M	Sell	82,415 -4,863	-6%	-$449K	0.81%	23
2024 Q2	$8.08M	Sell	87,278 -3,975	-4%	-$343K	0.83%	24
2024 Q1	$7.71M	Buy	+91,253	New	+$7.33M	0.81%	26
2019 Q3	–	Sell	-380	Closed	-$17K	–	510
2019 Q2	$17K	Hold	380	–	–	0.01%	417
2019 Q1	$16K	Hold	380	–	–	0.01%	402
2018 Q4	$14K	Hold	380	–	–	0.01%	387
2018 Q3	$16K	Hold	380	–	–	0.01%	396
2018 Q2	$15K	Hold	380	–	–	0.01%	396
2018 Q1	$14K	Hold	380	–	–	0.01%	376
2017 Q4	$14K	Buy	+380	New	+$14.2K	0.01%	389

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

Avestar Capital's IVW Position: Q1 2026 in Review

Avestar Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.68% in Q1 2026, selling an estimated $55.2K and leaving 67,388 shares worth $7.62M. The position accounts for 0.49% of the portfolio, ranked #36.

Avestar Capital first reported a position in IVW in Q4 2017 and has held it in 16 quarters since. The position peaked at $8.48M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Avestar Capital held 67,388 shares of iShares S&P 500 Growth ETF worth $7.62M as of Q1 2026.
Avestar Capital sold 459 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $55.2K.
iShares S&P 500 Growth ETF made up 0.49% of Avestar Capital's portfolio in Q1 2026, its #36 holding.
Avestar Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 16 quarters since.
Avestar Capital's iShares S&P 500 Growth ETF position peaked at $8.48M in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.