Diversify Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Diversify Advisory Services’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	–	Sell	-61,114	Closed	-$7.57M	–	553
2025 Q4	$7.57M	Buy	61,114 +664	+1%	+$81.3K	0.24%	71
2025 Q3	$7.58M	Buy	60,450 +27,794	+85%	+$3.2M	0.25%	62
2025 Q2	$3.78M	Sell	32,656 -9,226	-22%	-$913K	0.14%	108
2025 Q1	$3.97M	Sell	41,882 -9,198	-18%	-$927K	0.25%	66
2024 Q4	$5.16M	Sell	51,080 -7,061	-12%	-$704K	0.28%	49
2024 Q3	$5.7M	Sell	58,141 -8,144	-12%	-$752K	0.31%	62
2024 Q2	$6.37M	Buy	66,285 +59,120	+825%	+$5.1M	0.35%	50
2024 Q1	$606K	Buy	+7,165	New	+$576K	0.04%	373

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

Diversify Advisory Services's IVW Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 61,114 shares — an estimated $7.57M sold.

Diversify Advisory Services first reported a position in IVW in Q1 2024 and held it in 8 quarters. The position peaked at $7.58M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Diversify Advisory Services reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 61,114 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $7.57M.
Diversify Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's iShares S&P 500 Growth ETF position peaked at $7.58M in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.