B.O.S.S. Retirement Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

B.O.S.S. Retirement Advisors’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	$6.58M	Buy	58,188 +1,621	+3%	+$195K	2.01%	9
2025 Q4	$6.97M	Buy	56,567 +32,800	+138%	+$4.01M	2.19%	9
2025 Q3	$2.87M	Buy	23,767 +11,567	+95%	+$1.33M	0.69%	35
2025 Q2	$1.34M	Buy	12,200 +8,553	+235%	+$847K	0.34%	60
2025 Q1	$339K	Sell	3,647 -24	-0.7%	-$2.42K	0.1%	128
2024 Q4	$373K	Buy	+3,671	New	+$366K	0.1%	125
2024 Q1	–	Sell	-3,654	Closed	-$274K	–	181
2023 Q4	$274K	Buy	+3,654	New	+$260K	0.05%	215

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

B.O.S.S. Retirement Advisors's IVW Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 2.9% in Q1 2026, buying an estimated $195K and bringing the position to 58,188 shares worth $6.58M. The position accounts for 2.01% of the portfolio, ranked #9.

B.O.S.S. Retirement Advisors first reported a position in IVW in Q4 2023 and has held it in 7 quarters since. The position peaked at $6.97M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

B.O.S.S. Retirement Advisors held 58,188 shares of iShares S&P 500 Growth ETF worth $6.58M as of Q1 2026.
B.O.S.S. Retirement Advisors bought 1,621 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $195K.
iShares S&P 500 Growth ETF made up 2.01% of B.O.S.S. Retirement Advisors's portfolio in Q1 2026, its #9 holding.
B.O.S.S. Retirement Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 7 quarters since.
B.O.S.S. Retirement Advisors's iShares S&P 500 Growth ETF position peaked at $6.97M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.