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

Avion 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	$0	Hold	3	–	–	﹤0.01%	1423
2025 Q4	$0	Hold	3	–	–	﹤0.01%	1416
2025 Q3	$0	Buy	+3	New	+$345	﹤0.01%	1379
2024 Q2	–	Sell	-156	Closed	-$14K	–	1102
2024 Q1	$14K	Hold	156	–	–	﹤0.01%	262
2023 Q4	$12K	Hold	156	–	–	﹤0.01%	258
2023 Q3	$10K	Hold	156	–	–	﹤0.01%	271
2023 Q2	$10K	Hold	156	–	–	﹤0.01%	291
2023 Q1	$9K	Hold	156	–	–	﹤0.01%	267
2022 Q4	$9K	Hold	156	–	–	﹤0.01%	268
2022 Q3	$9K	Hold	156	–	–	﹤0.01%	272
2022 Q2	$9K	Hold	156	–	–	﹤0.01%	269
2022 Q1	$12K	Hold	156	–	–	﹤0.01%	216
2021 Q4	$13K	Hold	156	–	–	﹤0.01%	217
2021 Q3	$12K	Hold	156	–	–	﹤0.01%	219
2021 Q2	$11K	Hold	156	–	–	﹤0.01%	215
2021 Q1	$10K	Hold	156	–	–	﹤0.01%	215
2020 Q4	$10K	Hold	156	–	–	﹤0.01%	223
2020 Q3	$9K	Buy	+156	New	+$8.83K	﹤0.01%	190

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

Avion Wealth's IVW Position: Q1 2026 in Review

Avion Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Avion Wealth first reported a position in IVW in Q3 2020 and has held it in 18 quarters since. The position peaked at $14K in Q1 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Avion Wealth held 3 shares of iShares S&P 500 Growth ETF worth $0 as of Q1 2026.
Avion Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1423 holding.
Avion Wealth first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 18 quarters since.
Avion Wealth's iShares S&P 500 Growth ETF position peaked at $14K in Q1 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.