Delos Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Delos Wealth Advisors’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	$225K	Hold	1,992	–	–	0.13%	77
2025 Q4	$246K	Hold	1,992	–	–	0.16%	51
2025 Q3	$240K	Hold	1,992	–	–	0.16%	52
2025 Q2	$219K	Buy	+1,992	New	+$197K	0.17%	51
2024 Q2	–	Sell	-178	Closed	-$15K	–	345
2024 Q1	$15K	Sell	178 -352	-66%	-$28.3K	0.02%	104
2023 Q4	$39.8K	Sell	530 -105	-17%	-$7.47K	0.06%	67
2023 Q3	$45.8K	Sell	635 -131	-17%	-$9.27K	0.06%	72
2023 Q2	$54K	Buy	+766	New	+$50.6K	0.07%	64
2023 Q1	–	Sell	-208	Closed	-$12.2K	–	406
2022 Q4	$12.2K	Hold	208	–	–	0.02%	128
2022 Q3	$12K	Buy	208 +89	+75%	+$5.78K	0.01%	124
2022 Q2	$7K	Hold	119	–	–	0.01%	162
2022 Q1	$9K	Hold	119	–	–	0.01%	172
2021 Q4	$10K	Buy	+119	New	+$9.59K	0.01%	209

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

Delos Wealth Advisors's IVW Position: Q1 2026 in Review

Delos Wealth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 1,992 shares worth $225K. The position accounts for 0.13% of the portfolio, ranked #77.

Delos Wealth Advisors first reported a position in IVW in Q4 2021 and has held it in 13 quarters since. The position peaked at $246K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Delos Wealth Advisors held 1,992 shares of iShares S&P 500 Growth ETF worth $225K as of Q1 2026.
Delos Wealth Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.13% of Delos Wealth Advisors's portfolio in Q1 2026, its #77 holding.
Delos Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 13 quarters since.
Delos Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $246K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.