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

Core 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	$341K	Hold	3,017	–	–	0.1%	23
2025 Q4	$372K	Sell	3,017 -82	-3%	-$10K	0.12%	24
2025 Q3	$374K	Hold	3,099	–	–	0.12%	24
2025 Q2	$341K	Hold	3,099	–	–	0.12%	23
2025 Q1	$288K	Hold	3,099	–	–	0.11%	25
2024 Q4	$315K	Hold	3,099	–	–	0.12%	23
2024 Q3	$287K	Hold	3,099	–	–	0.12%	21
2024 Q2	$287K	Hold	3,099	–	–	0.12%	21
2024 Q1	$262K	Hold	3,099	–	–	0.11%	18
2023 Q4	$233K	Hold	3,099	–	–	0.11%	18
2023 Q3	$212K	Hold	3,099	–	–	0.11%	17
2023 Q2	$218K	Buy	+3,099	New	+$205K	0.11%	21

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

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

Core Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 3,017 shares worth $341K. The position accounts for 0.1% of the portfolio, ranked #23.

Core Wealth Management first reported a position in IVW in Q2 2023 and has held it in 12 quarters since. The position peaked at $374K in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Core Wealth Management held 3,017 shares of iShares S&P 500 Growth ETF worth $341K as of Q1 2026.
Core Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.1% of Core Wealth Management's portfolio in Q1 2026, its #23 holding.
Core Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Core Wealth Management's iShares S&P 500 Growth ETF position peaked at $374K in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Core Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.