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

Aviance Capital 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	$456K	Hold	4,031	–	–	0.05%	253
2025 Q4	$497K	Hold	4,031	–	–	0.06%	237
2025 Q3	$487K	Hold	4,031	–	–	0.06%	230
2025 Q2	$444K	Hold	4,031	–	–	0.06%	242
2025 Q1	$374K	Hold	4,031	–	–	0.05%	247
2024 Q4	$409K	Hold	4,031	–	–	0.06%	229
2024 Q3	$386K	Buy	4,031 +1,250	+45%	+$115K	0.05%	245
2024 Q2	$257K	Hold	2,781	–	–	0.04%	282
2024 Q1	$235K	Buy	+2,781	New	+$223K	0.03%	284
2023 Q3	–	Sell	-2,883	Closed	-$203K	–	262
2023 Q2	$203K	Buy	+2,883	New	+$191K	0.04%	249

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

Aviance Capital Partners's IVW Position: Q1 2026 in Review

Aviance Capital Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 4,031 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #253.

Aviance Capital Partners first reported a position in IVW in Q2 2023 and has held it in 10 quarters since. The position peaked at $497K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Aviance Capital Partners held 4,031 shares of iShares S&P 500 Growth ETF worth $456K as of Q1 2026.
Aviance Capital Partners left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.05% of Aviance Capital Partners's portfolio in Q1 2026, its #253 holding.
Aviance Capital Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 10 quarters since.
Aviance Capital Partners's iShares S&P 500 Growth ETF position peaked at $497K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.