EPW
IVW icon

Endeavor Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Endeavor Private Wealth’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 		$9.11M Buy
80,504
+7,997
+11% +$962K 2.61% 7
2025
Q4 		$8.94M Buy
72,507
+1,669
+2% +$204K 2.56% 8
2025
Q3 		$8.55M Buy
70,838
+4,373
+7% +$503K 2.64% 7
2025
Q2 		$7.32M Sell
66,465
-1,058
-2% -$105K 3.46% 6
2025
Q1 		$6.27M Buy
67,523
+22,621
+50% +$2.28M 3.4% 5
2024
Q4 		$4.56M Buy
+44,902
New +$4.48M 4.33% 4

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Endeavor Private Wealth's IVW Position: Q1 2026 in Review

Endeavor Private Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q1 2026, buying an estimated $962K and bringing the position to 80,504 shares worth $9.11M. The position accounts for 2.61% of the portfolio, ranked #7.

Endeavor Private Wealth first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Endeavor Private Wealth held 80,504 shares of iShares S&P 500 Growth ETF worth $9.11M as of Q1 2026.
  • Endeavor Private Wealth bought 7,997 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $962K.
  • iShares S&P 500 Growth ETF made up 2.61% of Endeavor Private Wealth's portfolio in Q1 2026, its #7 holding.
  • Endeavor Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.