Diversified Enterprises’s iShares S&P 500 Growth ETF IVW Stock Holding History

Diversified Enterprises’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	$640K	Sell	5,662 -100	-2%	-$12K	0.04%	206
2025 Q4	$710K	Sell	5,762 -49	-0.8%	-$6K	0.04%	170
2025 Q3	$701K	Sell	5,811 -176	-3%	-$20.2K	0.05%	126
2025 Q2	$659K	Sell	5,987 -2	-0%	-$198	0.05%	128
2025 Q1	$556K	Buy	5,989 +2,945	+97%	+$297K	0.05%	150
2024 Q4	$309K	Buy	3,044 +29	+1%	+$2.89K	0.03%	181
2024 Q3	$289K	Buy	+3,015	New	+$278K	0.03%	182

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

Diversified Enterprises's IVW Position: Q1 2026 in Review

Diversified Enterprises reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q1 2026, selling an estimated $12K and leaving 5,662 shares worth $640K. The position accounts for 0.04% of the portfolio, ranked #206.

Diversified Enterprises first reported a position in IVW in Q3 2024 and has held it in 7 quarters since. The position peaked at $710K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Diversified Enterprises held 5,662 shares of iShares S&P 500 Growth ETF worth $640K as of Q1 2026.
Diversified Enterprises sold 100 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $12K.
iShares S&P 500 Growth ETF made up 0.04% of Diversified Enterprises's portfolio in Q1 2026, its #206 holding.
Diversified Enterprises first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Diversified Enterprises's iShares S&P 500 Growth ETF position peaked at $710K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.