Dunhill Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Dunhill Financial’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	$381K	Sell	3,364 -152	-4%	-$18.3K	0.09%	90
2025 Q4	$433K	Sell	3,516 -6	-0.2%	-$734	0.11%	74
2025 Q3	$425K	Buy	3,522 +232	+7%	+$26.7K	0.11%	66
2025 Q2	$362K	Buy	3,290 +328	+11%	+$32.5K	0.1%	75
2025 Q1	$275K	Hold	2,962	–	–	0.13%	74
2024 Q4	$301K	Buy	2,962 +162	+6%	+$16.2K	0.14%	62
2024 Q3	$268K	Buy	2,800 +2,333	+500%	+$215K	0.14%	59
2024 Q2	$43.3K	Hold	467	–	–	0.03%	154
2024 Q1	$39.4K	Hold	467	–	–	0.03%	126
2023 Q4	$35K	Buy	+467	New	+$33.2K	0.03%	119

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

Dunhill Financial's IVW Position: Q1 2026 in Review

Dunhill Financial reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.3% in Q1 2026, selling an estimated $18.3K and leaving 3,364 shares worth $381K. The position accounts for 0.09% of the portfolio, ranked #90.

Dunhill Financial first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $433K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Dunhill Financial held 3,364 shares of iShares S&P 500 Growth ETF worth $381K as of Q1 2026.
Dunhill Financial sold 152 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $18.3K.
iShares S&P 500 Growth ETF made up 0.09% of Dunhill Financial's portfolio in Q1 2026, its #90 holding.
Dunhill Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Dunhill Financial's iShares S&P 500 Growth ETF position peaked at $433K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.