Compton Wealth Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Compton Wealth Advisory Group’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	$6.54M	Buy	57,025 +80	+0.1%	+$9.62K	1.46%	20
2025 Q4	$7.02M	Hold	56,945	–	–	1.53%	20
2025 Q3	$6.87M	Buy	56,945 +336	+0.6%	+$38.6K	1.59%	20
2025 Q2	$6.23M	Sell	56,609 -8,862	-14%	-$877K	1.58%	19
2025 Q1	$6.08M	Buy	65,471 +487	+0.7%	+$49.1K	1.69%	18
2024 Q4	$6.6M	Buy	64,984 +63	+0.1%	+$6.29K	1.7%	17
2024 Q3	$6.22M	Hold	64,921	–	–	1.57%	16
2024 Q2	$6.01M	Sell	64,921 -1,166	-2%	-$101K	1.6%	14
2024 Q1	$5.58M	Sell	66,087 -90	-0.1%	-$7.23K	1.53%	16
2023 Q4	$4.97M	Sell	66,177 -1,168	-2%	-$83.1K	1.56%	15
2023 Q3	$4.61M	Sell	67,345 -23,895	-26%	-$1.69M	1.58%	14
2023 Q2	$6.43M	Sell	91,240 -92	-0.1%	-$6.08K	2.15%	16
2023 Q1	$5.84M	Buy	91,332 +34,748	+61%	+$2.12M	2.02%	17
2022 Q4	$3.31M	Buy	56,584 +1,641	+3%	+$98.5K	1.29%	20
2022 Q3	$3.18M	Buy	54,943 +18,300	+50%	+$1.19M	1.35%	20
2022 Q2	$2.21M	Buy	36,643 +1,811	+5%	+$120K	0.95%	25
2022 Q1	$2.66M	Sell	34,832 -4,545	-12%	-$341K	1.03%	24
2021 Q4	$3.29M	Buy	39,377 +698	+2%	+$56.2K	1.41%	20
2021 Q3	$2.86M	Sell	38,679 -1,805	-4%	-$138K	1.34%	20
2021 Q2	$2.94M	Sell	40,484 -4,561	-10%	-$316K	1.37%	21
2021 Q1	$2.93M	Hold	45,045	–	–	1.68%	18
2020 Q4	$2.88M	Buy	45,045 +1,537	+4%	+$93.2K	1.79%	16
2020 Q3	$2.51M	Sell	43,508 -1,760	-4%	-$99.6K	1.88%	17
2020 Q2	$2.35M	Sell	45,268 -2,760	-6%	-$132K	2.5%	13
2020 Q1	$1.98M	Sell	48,028 -6,092	-11%	-$288K	2.57%	12
2019 Q4	$2.62M	Sell	54,120 -5,228	-9%	-$242K	2.32%	15
2019 Q3	$2.67M	Sell	59,348 -2,108	-3%	-$95.4K	1.47%	11
2019 Q2	$2.75M	Sell	61,456 -2,100	-3%	-$92.4K	1.41%	10
2019 Q1	$2.74M	Sell	63,556 -188	-0.3%	-$7.7K	1.45%	9
2018 Q4	$2.4M	Buy	+63,744	New	+$2.58M	1.23%	9

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

Compton Wealth Advisory Group's IVW Position: Q1 2026 in Review

Compton Wealth Advisory Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.14% in Q1 2026, buying an estimated $9.62K and bringing the position to 57,025 shares worth $6.54M. The position accounts for 1.46% of the portfolio, ranked #20.

Compton Wealth Advisory Group first reported a position in IVW in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.02M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Compton Wealth Advisory Group held 57,025 shares of iShares S&P 500 Growth ETF worth $6.54M as of Q1 2026.
Compton Wealth Advisory Group bought 80 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $9.62K.
iShares S&P 500 Growth ETF made up 1.46% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #20 holding.
Compton Wealth Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
Compton Wealth Advisory Group's iShares S&P 500 Growth ETF position peaked at $7.02M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.