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

Axis Wealth 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	$2.27M	Sell	20,113 -374	-2%	-$45K	1.21%	21
2025 Q4	$2.53M	Sell	20,487 -4,660	-19%	-$570K	1.39%	19
2025 Q3	$3.04M	Sell	25,147 -4,947	-16%	-$569K	1.78%	15
2025 Q2	$3.31M	Sell	30,094 -2,251	-7%	-$223K	2.18%	9
2025 Q1	$3M	Buy	32,345 +12,094	+60%	+$1.22M	2.22%	10
2024 Q4	$2.06M	Buy	+20,251	New	+$2.02M	1.73%	16

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

Axis Wealth Partners's IVW Position: Q1 2026 in Review

Axis Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.8% in Q1 2026, selling an estimated $45K and leaving 20,113 shares worth $2.27M. The position accounts for 1.21% of the portfolio, ranked #21.

Axis Wealth Partners first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.31M in Q2 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Axis Wealth Partners held 20,113 shares of iShares S&P 500 Growth ETF worth $2.27M as of Q1 2026.
Axis Wealth Partners sold 374 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $45K.
iShares S&P 500 Growth ETF made up 1.21% of Axis Wealth Partners's portfolio in Q1 2026, its #21 holding.
Axis Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Axis Wealth Partners's iShares S&P 500 Growth ETF position peaked at $3.31M in Q2 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.