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Continuum Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

Continuum Advisory’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 		$2.06M Buy
18,172
+7,190
+65% +$865K 0.2% 104
2025
Q4 		$1.35M Buy
10,982
+1,337
+14% +$164K 0.14% 144
2025
Q3 		$1.16M Buy
9,645
+413
+4% +$47.5K 0.12% 156
2025
Q2 		$1.02M Buy
9,232
+2,672
+41% +$264K 0.12% 167
2025
Q1 		$609K Buy
6,560
+155
+2% +$15.6K 0.08% 213
2024
Q4 		$650K Sell
6,405
-103
-2% -$10.3K 0.08% 208
2024
Q3 		$653K Sell
6,508
-249
-4% -$23K 0.08% 212
2024
Q2 		$625K Sell
6,757
-1,678
-20% -$145K 0.09% 197
2024
Q1 		$714K Buy
8,435
+4,135
+96% +$332K 0.11% 189
2023
Q4 		$323K Buy
4,300
+94
+2% +$6.69K 0.05% 358
2023
Q3 		$288K Buy
4,206
+858
+26% +$60.7K 0.05% 376
2023
Q2 		$236K Sell
3,348
-13,722
-80% -$907K 0.04% 405
2023
Q1 		$1.09M Sell
17,070
-688
-4% -$42.1K 0.19% 138
2022
Q4 		$1.04M Buy
17,758
+10,971
+162% +$659K 0.19% 144
2022
Q3 		$393K Buy
6,787
+255
+4% +$16.6K 0.07% 281
2022
Q2 		$394K Sell
6,532
-352
-5% -$23.3K 0.07% 290
2022
Q1 		$460K Buy
6,884
+809
+13% +$60.8K 0.09% 258
2021
Q4 		$508K Buy
6,075
+1,928
+46% +$155K 0.11% 182
2021
Q3 		$307K Sell
4,147
-820
-17% -$62.5K 0.08% 222
2021
Q2 		$361K Buy
+4,967
New +$344K 0.11% 188
2020
Q1 		– Sell
-4,492
Closed -$217K – 150
2019
Q4 		$217K Buy
+4,492
New +$208K 0.13% 124
2019
Q3 		– Sell
-4,492
Closed -$203K – 136
2019
Q2 		$203K Sell
4,492
-1,408
-24% -$61.9K 0.14% 120
2019
Q1 		$257K Sell
5,900
-828
-12% -$33.9K 0.19% 110
2018
Q4 		$253K Hold
6,728
– – 0.19% 126
2018
Q3 		$299K Sell
6,728
-328
-5% -$14.1K 0.2% 108
2018
Q2 		$287K Buy
+7,056
New +$283K 0.21% 107

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Continuum Advisory's IVW Position: Q1 2026 in Review

Continuum Advisory increased its iShares S&P 500 Growth ETF (IVW) stake by 65% in Q1 2026, buying an estimated $865K and bringing the position to 18,172 shares worth $2.06M. The position accounts for 0.2% of the portfolio, ranked #104.

Continuum Advisory first reported a position in IVW in Q2 2018 and has held it in 26 quarters since. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Continuum Advisory held 18,172 shares of iShares S&P 500 Growth ETF worth $2.06M as of Q1 2026.
  • Continuum Advisory bought 7,190 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $865K.
  • iShares S&P 500 Growth ETF made up 0.2% of Continuum Advisory's portfolio in Q1 2026, its #104 holding.
  • Continuum Advisory first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and has held it in 26 quarters since.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.