Droms Strauss Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Droms Strauss 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	$25.7M	Sell	227,585 -2,683	-1%	-$323K	6.73%	4
2025 Q4	$28.4M	Sell	230,268 -925	-0.4%	-$113K	7.47%	3
2025 Q3	$27.9M	Sell	231,193 -16,861	-7%	-$1.94M	8.09%	3
2025 Q2	$27.3M	Sell	248,054 -1,220	-0.5%	-$121K	8.38%	3
2025 Q1	$23.1M	Buy	249,274 +995	+0.4%	+$100K	7.94%	4
2024 Q4	$25.2M	Sell	248,279 -561	-0.2%	-$56K	8.23%	3
2024 Q3	$23.8M	Sell	248,840 -17,407	-7%	-$1.61M	8.44%	4
2024 Q2	$24.6M	Sell	266,247 -9,372	-3%	-$808K	8.92%	3
2024 Q1	$23.3M	Buy	275,619 +1,674	+0.6%	+$134K	8.52%	4
2023 Q4	$20.6M	Sell	273,945 -7,574	-3%	-$539K	8%	4
2023 Q3	$19.3M	Buy	281,519 +683	+0.2%	+$48.3K	8.29%	4
2023 Q2	$19.8M	Sell	280,836 -2,274	-0.8%	-$150K	8.25%	4
2023 Q1	$18.1M	Buy	283,110 +6,382	+2%	+$390K	8.16%	4
2022 Q4	$16.2M	Buy	276,728 +4,425	+2%	+$266K	7.43%	5
2022 Q3	$15.7M	Buy	272,303 +22,113	+9%	+$1.44M	7.8%	5
2022 Q2	$15.1M	Buy	250,190 +25,927	+12%	+$1.72M	7.58%	5
2022 Q1	$17.4M	Sell	224,263 -5,098	-2%	-$383K	8.76%	5
2021 Q4	$19.2M	Buy	229,361 +1,623	+0.7%	+$131K	8.51%	4
2021 Q3	$16.8M	Buy	227,738 +600	+0.3%	+$45.7K	8.09%	5
2021 Q2	$16.5M	Buy	227,138 +23,494	+12%	+$1.63M	7.81%	5
2021 Q1	$13.3M	Sell	203,644 -492	-0.2%	-$31.8K	6.51%	5
2020 Q4	$13M	Sell	204,136 -1,004	-0.5%	-$60.9K	7.55%	5
2020 Q3	$11.9M	Sell	205,140 -2,716	-1%	-$154K	7%	4
2020 Q2	$10.8M	Buy	207,856 +19,648	+10%	+$942K	7.41%	5
2020 Q1	$7.77M	Sell	188,208 -1,408	-0.7%	-$66.6K	6.46%	6
2019 Q4	$9.18M	Sell	189,616 -304	-0.2%	-$14.1K	6.82%	5
2019 Q3	$8.55M	Sell	189,920 -9,244	-5%	-$418K	6.88%	5
2019 Q2	$8.92M	Sell	199,164 -1,184	-0.6%	-$52.1K	6.64%	5
2019 Q1	$8.63M	Sell	200,348 -2,524	-1%	-$103K	6.69%	5
2018 Q4	$7.63M	Buy	+202,872	New	+$8.21M	7.07%	5

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

Droms Strauss Advisors's IVW Position: Q1 2026 in Review

Droms Strauss Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.2% in Q1 2026, selling an estimated $323K and leaving 227,585 shares worth $25.7M. The position accounts for 6.73% of the portfolio, ranked #4.

Droms Strauss Advisors first reported a position in IVW in Q4 2018 and has held it in 30 quarters since. The position peaked at $28.4M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Droms Strauss Advisors held 227,585 shares of iShares S&P 500 Growth ETF worth $25.7M as of Q1 2026.
Droms Strauss Advisors sold 2,683 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $323K.
iShares S&P 500 Growth ETF made up 6.73% of Droms Strauss Advisors's portfolio in Q1 2026, its #4 holding.
Droms Strauss Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
Droms Strauss Advisors's iShares S&P 500 Growth ETF position peaked at $28.4M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Droms Strauss Advisors's 13F filing for Q1 2026, filed 1 May 2026.