Coyle Financial Counsel’s iShares S&P 500 Growth ETF IVW Stock Holding History

Coyle Financial Counsel’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	$424K	Sell	3,751 -82	-2%	-$9.86K	0.09%	74
2025 Q4	$472K	Hold	3,833	–	–	0.1%	72
2025 Q3	$463K	Hold	3,833	–	–	0.11%	67
2025 Q2	$422K	Hold	3,833	–	–	0.11%	63
2025 Q1	$356K	Hold	3,833	–	–	0.11%	58
2024 Q4	$389K	Hold	3,833	–	–	0.12%	57
2024 Q3	$355K	Hold	3,833	–	–	0.12%	54
2024 Q2	$324K	Hold	3,833	–	–	0.12%	53
2024 Q1	$324K	Hold	3,833	–	–	0.12%	53
2023 Q4	$288K	Hold	3,833	–	–	0.11%	55
2023 Q3	$262K	Hold	3,833	–	–	0.11%	54
2023 Q2	$270K	Hold	3,833	–	–	0.12%	55
2023 Q1	$245K	Hold	3,833	–	–	0.11%	56
2022 Q4	$224K	Hold	3,833	–	–	0.11%	56
2022 Q3	$222K	Hold	3,833	–	–	0.15%	54
2022 Q2	$231K	Sell	3,833 -1,215	-24%	-$80.4K	0.13%	59
2022 Q1	$386K	Hold	5,048	–	–	0.21%	50
2021 Q4	$422K	Hold	5,048	–	–	0.25%	50
2021 Q3	$373K	Hold	5,048	–	–	0.22%	51
2021 Q2	$367K	Hold	5,048	–	–	0.22%	45
2021 Q1	$329K	Hold	5,048	–	–	0.23%	45
2020 Q4	$322K	Hold	5,048	–	–	0.24%	45
2020 Q3	$292K	Hold	5,048	–	–	0.24%	45
2020 Q2	$262K	Hold	5,048	–	–	0.24%	43
2020 Q1	$208K	Hold	5,048	–	–	0.26%	46
2019 Q4	$244K	Hold	5,048	–	–	0.23%	52
2019 Q3	$227K	Hold	5,048	–	–	0.23%	53
2019 Q2	$226K	Buy	+5,048	New	+$222K	0.2%	55

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

Coyle Financial Counsel's IVW Position: Q1 2026 in Review

Coyle Financial Counsel reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.1% in Q1 2026, selling an estimated $9.86K and leaving 3,751 shares worth $424K. The position accounts for 0.09% of the portfolio, ranked #74.

Coyle Financial Counsel first reported a position in IVW in Q2 2019 and has held it in 28 quarters since. The position peaked at $472K in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Coyle Financial Counsel held 3,751 shares of iShares S&P 500 Growth ETF worth $424K as of Q1 2026.
Coyle Financial Counsel sold 82 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $9.86K.
iShares S&P 500 Growth ETF made up 0.09% of Coyle Financial Counsel's portfolio in Q1 2026, its #74 holding.
Coyle Financial Counsel first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and has held it in 28 quarters since.
Coyle Financial Counsel's iShares S&P 500 Growth ETF position peaked at $472K in Q4 2025.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.