BW
IVW icon

Blalock Williams’s iShares S&P 500 Growth ETF IVW Stock Holding History

Blalock Williams’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 		$3.97M Buy
35,132
+4,223
+14% +$508K 3.07% 5
2025
Q4 		$3.81M Buy
30,909
+1,958
+7% +$240K 3.05% 5
2025
Q3 		$3.49M Sell
28,951
-388
-1% -$44.6K 3.06% 4
2025
Q2 		$3.23M Sell
29,339
-1,004
-3% -$99.4K 3.23% 4
2025
Q1 		$2.82M Buy
30,343
+612
+2% +$61.7K 3.15% 4
2024
Q4 		$3.02M Buy
+29,731
New +$2.97M 3.51% 3

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Blalock Williams's IVW Position: Q1 2026 in Review

Blalock Williams increased its iShares S&P 500 Growth ETF (IVW) stake by 14% in Q1 2026, buying an estimated $508K and bringing the position to 35,132 shares worth $3.97M. The position accounts for 3.07% of the portfolio, ranked #5.

Blalock Williams first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. 2,043 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Blalock Williams held 35,132 shares of iShares S&P 500 Growth ETF worth $3.97M as of Q1 2026.
  • Blalock Williams bought 4,223 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $508K.
  • iShares S&P 500 Growth ETF made up 3.07% of Blalock Williams's portfolio in Q1 2026, its #5 holding.
  • Blalock Williams first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,043 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.