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

Diversified Portfolios Inc’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	$3.78M	Sell	33,442 -556	-2%	-$66.9K	0.31%	50
2025 Q4	$4.19M	Sell	33,998 -1,031	-3%	-$126K	0.35%	47
2025 Q3	$4.23M	Buy	35,029 +114	+0.3%	+$13.1K	0.37%	45
2025 Q2	$3.84M	Buy	34,915 +203	+0.6%	+$20.1K	0.37%	47
2025 Q1	$3.22M	Hold	34,712	–	–	0.34%	49
2024 Q4	$3.52M	Sell	34,712 -1,178	-3%	-$118K	0.38%	49
2024 Q3	$3.44M	Sell	35,890 -20	-0.1%	-$1.85K	0.39%	48
2024 Q2	$3.32M	Sell	35,910 -175	-0.5%	-$15.1K	0.44%	43
2024 Q1	$3.05M	Sell	36,085 -323	-0.9%	-$26K	0.43%	42
2023 Q4	$2.73M	Sell	36,408 -807	-2%	-$57.4K	0.43%	40
2023 Q3	$2.55M	Sell	37,215 -432	-1%	-$30.6K	0.48%	39
2023 Q2	$2.65M	Sell	37,647 -120	-0.3%	-$7.93K	0.53%	35
2023 Q1	$2.41M	Buy	37,767 +212	+0.6%	+$13K	0.54%	31
2022 Q4	$2.2M	Hold	37,555	–	–	0.5%	29
2022 Q3	$2.17M	Sell	37,555 -642	-2%	-$41.7K	0.58%	30
2022 Q2	$2.31M	Sell	38,197 -1,156	-3%	-$76.5K	0.64%	26
2022 Q1	$3.01M	Sell	39,353 -4,973	-11%	-$374K	0.72%	28
2021 Q4	$3.71M	Hold	44,326	–	–	0.89%	23
2021 Q3	$3.28M	Hold	44,326	–	–	0.91%	22
2021 Q2	$3.22M	Sell	44,326 -2,845	-6%	-$197K	1.21%	17
2021 Q1	$3.07M	Sell	47,171 -3,647	-7%	-$236K	1.01%	18
2020 Q4	$3.24M	Sell	50,818 -406	-0.8%	-$24.6K	1.16%	16
2020 Q3	$2.96M	Sell	51,224 -272	-0.5%	-$15.4K	1.28%	15
2020 Q2	$2.67M	Sell	51,496 -316	-0.6%	-$15.1K	1.28%	14
2020 Q1	$2.14M	Sell	51,812 -612	-1%	-$28.9K	1.19%	14
2019 Q4	$2.54M	Sell	52,424 -1,392	-3%	-$64.5K	1.2%	15
2019 Q3	$2.42M	Sell	53,816 -180	-0.3%	-$8.14K	1.23%	15
2019 Q2	$2.42M	Sell	53,996 -1,156	-2%	-$50.8K	1.33%	13
2019 Q1	$2.38M	Sell	55,152 -1,260	-2%	-$51.6K	1.32%	13
2018 Q4	$2.13M	Hold	56,412	–	–	1.32%	13
2018 Q3	$2.5M	Sell	56,412 -3,476	-6%	-$149K	1.38%	12
2018 Q2	$2.44M	Sell	59,888 -3,256	-5%	-$131K	1.39%	12
2018 Q1	$2.45M	Sell	63,144 -1,456	-2%	-$58.1K	1.41%	11
2017 Q4	$2.47M	Sell	64,600 -5,136	-7%	-$192K	1.35%	13
2017 Q3	$2.5M	Buy	69,736 +2,968	+4%	+$105K	1.42%	13
2017 Q2	$2.28M	Sell	66,768 -9,416	-12%	-$319K	1.36%	13
2017 Q1	$2.5M	Sell	76,184 -4,668	-6%	-$150K	1.51%	13
2016 Q4	$2.46M	Sell	80,852 -20,604	-20%	-$622K	1.52%	15
2016 Q3	$3.09M	Sell	101,456 -1,920	-2%	-$58.2K	1.93%	13
2016 Q2	$3.01M	Sell	103,376 -1,016	-1%	-$29.5K	1.88%	14
2016 Q1	$3.02M	Sell	104,392 -228	-0.2%	-$6.27K	1.9%	14
2015 Q4	$3.03M	Sell	104,620 -2,208	-2%	-$64.2K	1.93%	14
2015 Q3	$2.88M	Sell	106,828 -2,684	-2%	-$76.3K	1.91%	13
2015 Q2	$3.2M	Sell	109,512 -2,012	-2%	-$58.3K	2.01%	13
2015 Q1	$3.18M	Sell	111,524 -4,944	-4%	-$140K	2.01%	13
2014 Q4	$3.25M	Buy	+116,468	New	+$3.18M	1.93%	13

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 Portfolios Inc's IVW Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.6% in Q1 2026, selling an estimated $66.9K and leaving 33,442 shares worth $3.78M. The position accounts for 0.31% of the portfolio, ranked #50.

Diversified Portfolios Inc first reported a position in IVW in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.23M in Q3 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Diversified Portfolios Inc held 33,442 shares of iShares S&P 500 Growth ETF worth $3.78M as of Q1 2026.
Diversified Portfolios Inc sold 556 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $66.9K.
iShares S&P 500 Growth ETF made up 0.31% of Diversified Portfolios Inc's portfolio in Q1 2026, its #50 holding.
Diversified Portfolios Inc first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 46 quarters since.
Diversified Portfolios Inc's iShares S&P 500 Growth ETF position peaked at $4.23M in Q3 2025.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.