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

CarsonAllaria Wealth Management’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	$243K	Buy	2,149 +69	+3%	+$8.3K	0.12%	57
2025 Q4	$256K	Buy	2,080 +22	+1%	+$2.69K	0.13%	56
2025 Q3	$248K	Buy	2,058 +27	+1%	+$3.1K	0.13%	57
2025 Q2	$224K	Buy	2,031 +832	+69%	+$82.3K	0.12%	60
2025 Q1	$111K	Buy	1,199 +282	+31%	+$28.4K	0.06%	98
2024 Q4	$93.1K	Buy	917 +503	+121%	+$50.2K	0.05%	105
2024 Q3	$39.7K	Buy	414 +8	+2%	+$739	0.02%	144
2024 Q2	$37.6K	Buy	406 +6	+2%	+$517	0.02%	139
2024 Q1	$33.8K	Buy	400 +125	+45%	+$10K	0.02%	153
2023 Q4	$20.7K	Buy	275 +9	+3%	+$641	0.01%	165
2023 Q3	$18.2K	Buy	266 +4	+2%	+$283	0.01%	169
2023 Q2	$18.5K	Sell	262 -15	-5%	-$992	0.01%	174
2023 Q1	$17.7K	Buy	277 +2	+0.7%	+$122	0.01%	177
2022 Q4	$16K	Hold	275	–	–	0.01%	164
2022 Q3	$16K	Buy	275 +68	+33%	+$4.42K	0.01%	158
2022 Q2	$13K	Buy	207 +143	+223%	+$9.46K	0.01%	172
2022 Q1	$5K	Buy	64 +7	+12%	+$526	﹤0.01%	248
2021 Q4	$5K	Buy	+57	New	+$4.59K	﹤0.01%	268

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

CarsonAllaria Wealth Management's IVW Position: Q1 2026 in Review

CarsonAllaria Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 3.3% in Q1 2026, buying an estimated $8.3K and bringing the position to 2,149 shares worth $243K. The position accounts for 0.12% of the portfolio, ranked #57.

CarsonAllaria Wealth Management first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $256K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

CarsonAllaria Wealth Management held 2,149 shares of iShares S&P 500 Growth ETF worth $243K as of Q1 2026.
CarsonAllaria Wealth Management bought 69 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $8.3K.
iShares S&P 500 Growth ETF made up 0.12% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #57 holding.
CarsonAllaria Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
CarsonAllaria Wealth Management's iShares S&P 500 Growth ETF position peaked at $256K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.