Elm Partners Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$479K Buy
4,410
+4
+0.1% +$481 0.02% 100
2025
Q4
$543K Buy
4,406
+5
+0.1% +$612 0.02% 94
2025
Q3
$531K Buy
+4,401
New +$506K 0.03% 95

Other funds holding IVW

Elm Partners Management's IVW Position: Q1 2026 in Review

Elm Partners Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q1 2026, buying an estimated $481 and bringing the position to 4,410 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #100.

Elm Partners Management first reported a position in IVW in Q3 2025 and has held it in 3 quarters since. The position peaked at $543K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Elm Partners Management held 4,410 shares of iShares S&P 500 Growth ETF worth $479K as of Q1 2026.
  • Elm Partners Management bought 4 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $481.
  • iShares S&P 500 Growth ETF made up 0.02% of Elm Partners Management's portfolio in Q1 2026, its #100 holding.
  • Elm Partners Management first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Elm Partners Management's iShares S&P 500 Growth ETF position peaked at $543K in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.