Daymark Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Daymark Wealth Partners’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	$4.84M	Buy	42,754 +3,828	+10%	+$460K	0.15%	118
2025 Q4	$4.8M	Sell	38,926 -1,497	-4%	-$183K	0.15%	117
2025 Q3	$4.88M	Buy	40,423 +1,914	+5%	+$220K	0.17%	113
2025 Q2	$4.24M	Buy	38,509 +704	+2%	+$69.7K	0.16%	114
2025 Q1	$3.51M	Buy	37,805 +96	+0.3%	+$9.68K	0.15%	115
2024 Q4	$3.83M	Buy	37,709 +296	+0.8%	+$29.5K	0.16%	113
2024 Q3	$3.58M	Buy	37,413 +405	+1%	+$37.4K	0.15%	120
2024 Q2	$3.42M	Buy	+37,008	New	+$3.19M	0.16%	117
2023 Q3	–	Sell	-3,083	Closed	-$217K	–	396
2023 Q2	$217K	Sell	3,083 -444	-13%	-$29.4K	0.02%	344
2023 Q1	$225K	Buy	+3,527	New	+$216K	0.03%	269

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

Daymark Wealth Partners's IVW Position: Q1 2026 in Review

Daymark Wealth Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 9.8% in Q1 2026, buying an estimated $460K and bringing the position to 42,754 shares worth $4.84M. The position accounts for 0.15% of the portfolio, ranked #118.

Daymark Wealth Partners first reported a position in IVW in Q1 2023 and has held it in 10 quarters since. The position peaked at $4.88M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Daymark Wealth Partners held 42,754 shares of iShares S&P 500 Growth ETF worth $4.84M as of Q1 2026.
Daymark Wealth Partners bought 3,828 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $460K.
iShares S&P 500 Growth ETF made up 0.15% of Daymark Wealth Partners's portfolio in Q1 2026, its #118 holding.
Daymark Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 10 quarters since.
Daymark Wealth Partners's iShares S&P 500 Growth ETF position peaked at $4.88M in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.