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

Ellevest 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	$408K	Buy	3,609 +2	+0.1%	+$241	0.06%	275
2025 Q4	$445K	Buy	3,607 +3	+0.1%	+$367	0.06%	250
2025 Q3	$435K	Buy	3,604 +3	+0.1%	+$345	0.06%	250
2025 Q2	$396K	Buy	3,601 +3	+0.1%	+$297	0.06%	245
2025 Q1	$334K	Buy	3,598 +3	+0.1%	+$302	0.02%	269
2024 Q4	$365K	Hold	3,595	–	–	0.02%	271
2024 Q3	$344K	Hold	3,595	–	–	0.02%	298
2024 Q2	$333K	Hold	3,595	–	–	0.02%	301
2024 Q1	$304K	Hold	3,595	–	–	0.02%	306
2023 Q4	$270K	Hold	3,595	–	–	0.02%	316
2023 Q3	$246K	Buy	3,595 +54	+2%	+$3.82K	0.02%	298
2023 Q2	$250K	Buy	3,541 +941	+36%	+$62.2K	0.02%	302
2023 Q1	$166K	Hold	2,600	–	–	0.01%	349
2022 Q4	$152K	Hold	2,600	–	–	0.01%	346
2022 Q3	$150K	Hold	2,600	–	–	0.01%	331
2022 Q2	$157K	Hold	2,600	–	–	0.01%	328
2022 Q1	$199K	Hold	2,600	–	–	0.02%	314
2021 Q4	$218K	Buy	+2,600	New	+$209K	0.02%	274

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

Ellevest Inc's IVW Position: Q1 2026 in Review

Ellevest Inc increased its iShares S&P 500 Growth ETF (IVW) stake by 0.06% in Q1 2026, buying an estimated $241 and bringing the position to 3,609 shares worth $408K. The position accounts for 0.06% of the portfolio, ranked #275.

Ellevest Inc first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $445K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Ellevest Inc held 3,609 shares of iShares S&P 500 Growth ETF worth $408K as of Q1 2026.
Ellevest Inc bought 2 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $241.
iShares S&P 500 Growth ETF made up 0.06% of Ellevest Inc's portfolio in Q1 2026, its #275 holding.
Ellevest Inc first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Ellevest Inc's iShares S&P 500 Growth ETF position peaked at $445K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.