Eldridge Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Eldridge Investment 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	$588K	Hold	5,200	–	–	0.13%	97
2025 Q4	$641K	Hold	5,200	–	–	0.14%	91
2025 Q3	$628K	Hold	5,200	–	–	0.14%	96
2025 Q2	$573K	Hold	5,200	–	–	0.12%	102
2025 Q1	$483K	Hold	5,200	–	–	0.11%	111
2024 Q4	$528K	Sell	5,200 -764	-13%	-$76.2K	0.12%	107
2024 Q3	$571K	Hold	5,964	–	–	0.13%	101
2024 Q2	$552K	Hold	5,964	–	–	0.14%	97
2024 Q1	$504K	Hold	5,964	–	–	0.13%	103
2023 Q4	$448K	Hold	5,964	–	–	0.12%	104
2023 Q3	$408K	Hold	5,964	–	–	0.14%	97
2023 Q2	$420K	Hold	5,964	–	–	0.14%	94
2023 Q1	$381K	Hold	5,964	–	–	0.13%	99
2022 Q4	$349K	Hold	5,964	–	–	0.12%	99
2022 Q3	$345K	Hold	5,964	–	–	0.13%	97
2022 Q2	$360K	Hold	5,964	–	–	0.14%	91
2022 Q1	$456K	Sell	5,964 -128	-2%	-$9.62K	0.15%	80
2021 Q4	$510K	Hold	6,092	–	–	0.17%	76
2021 Q3	$450K	Hold	6,092	–	–	0.16%	77
2021 Q2	$443K	Hold	6,092	–	–	0.16%	76
2021 Q1	$397K	Sell	6,092 -704	-10%	-$45.5K	0.15%	78
2020 Q4	$434K	Sell	6,796 -2,272	-25%	-$138K	0.18%	65
2020 Q3	$524K	Hold	9,068	–	–	0.25%	53
2020 Q2	$470K	Sell	9,068 -2,376	-21%	-$114K	0.23%	58
2020 Q1	$472K	Sell	11,444 -588	-5%	-$27.8K	0.27%	52
2019 Q4	$582K	Hold	12,032	–	–	0.28%	55
2019 Q3	$542K	Sell	12,032 -4	-0%	-$181	0.28%	51
2019 Q2	$539K	Hold	12,036	–	–	0.29%	48
2019 Q1	$519K	Hold	12,036	–	–	0.28%	49
2018 Q4	$453K	Sell	12,036 -92	-0.8%	-$3.72K	0.28%	48
2018 Q3	$537K	Hold	12,128	–	–	0.34%	38
2018 Q2	$493K	Buy	12,128 +300	+3%	+$12.1K	0.35%	40
2018 Q1	$458K	Sell	11,828 -416	-3%	-$16.6K	0.34%	38
2017 Q4	$471K	Buy	+12,244	New	+$457K	0.36%	33

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

Eldridge Investment Advisors's IVW Position: Q1 2026 in Review

Eldridge Investment Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 5,200 shares worth $588K. The position accounts for 0.13% of the portfolio, ranked #97.

Eldridge Investment Advisors first reported a position in IVW in Q4 2017 and has held it in 34 quarters since. The position peaked at $641K in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Eldridge Investment Advisors held 5,200 shares of iShares S&P 500 Growth ETF worth $588K as of Q1 2026.
Eldridge Investment Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.13% of Eldridge Investment Advisors's portfolio in Q1 2026, its #97 holding.
Eldridge Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 34 quarters since.
Eldridge Investment Advisors's iShares S&P 500 Growth ETF position peaked at $641K in Q4 2025.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.