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

Axim Planning & 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	$214K	Sell	1,888 -33	-2%	-$3.97K	0.26%	73
2025 Q4	$237K	Sell	1,921 -257	-12%	-$31.5K	0.25%	63
2025 Q3	$263K	Sell	2,178 -3,608	-62%	-$415K	0.21%	60
2025 Q2	$637K	Buy	+5,786	New	+$573K	0.58%	15
2025 Q1	–	Sell	-4,505	Closed	-$457K	–	54
2024 Q4	$457K	Buy	4,505 +771	+21%	+$76.9K	0.49%	11
2024 Q3	$358K	Buy	3,734 +587	+19%	+$54.2K	0.4%	12
2024 Q2	$291K	Buy	+3,147	New	+$271K	0.35%	14

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

Axim Planning & Wealth's IVW Position: Q1 2026 in Review

Axim Planning & Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q1 2026, selling an estimated $3.97K and leaving 1,888 shares worth $214K. The position accounts for 0.26% of the portfolio, ranked #73.

Axim Planning & Wealth first reported a position in IVW in Q2 2024 and has held it in 7 quarters since. The position peaked at $637K in Q2 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Axim Planning & Wealth held 1,888 shares of iShares S&P 500 Growth ETF worth $214K as of Q1 2026.
Axim Planning & Wealth sold 33 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $3.97K.
iShares S&P 500 Growth ETF made up 0.26% of Axim Planning & Wealth's portfolio in Q1 2026, its #73 holding.
Axim Planning & Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 7 quarters since.
Axim Planning & Wealth's iShares S&P 500 Growth ETF position peaked at $637K in Q2 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.