EWM
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EPG Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

EPG Wealth Management’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 		$9.95M Buy
87,925
+2,176
+3% +$262K 2.7% 6
2025
Q4 		$10.6M Buy
85,749
+328
+0.4% +$40.1K 2.85% 5
2025
Q3 		$10.3M Sell
85,421
-11,597
-12% -$1.33M 2.84% 5
2025
Q2 		$10.7M Sell
97,018
-1,588
-2% -$157K 3.21% 4
2025
Q1 		$9.15M Buy
98,606
+485
+0.5% +$48.9K 2.55% 6
2024
Q4 		$9.96M Sell
98,121
-9,579
-9% -$956K 2.63% 5
2024
Q3 		$10.3M Buy
+107,700
New +$9.94M 2.6% 5
2024
Q2 		– Sell
-118,890
Closed -$10.2M – 6
2024
Q1 		$10M Sell
118,890
-1,493
-1% -$120K 2.46% 7
2023
Q4 		$9.69M Buy
120,383
+324
+0.3% +$23.1K 2.55% 7
2023
Q3 		$8.21M Buy
120,059
+799
+0.7% +$56.5K 2.48% 7
2023
Q2 		$8.41M Sell
119,260
-1,241
-1% -$82K 2.49% 7
2023
Q1 		$7.7M Buy
120,501
+9
+0% +$550 2.43% 7
2022
Q4 		$7.05M Sell
120,492
-7,091
-6% -$426K 2.68% 7
2022
Q3 		$7.38M Buy
127,583
+19,090
+18% +$1.24M 3.03% 6
2022
Q2 		$6.55M Buy
108,493
+1,113
+1% +$73.7K 2.8% 6
2022
Q1 		$8.2M Buy
107,380
+5,958
+6% +$448K 2.84% 5
2021
Q4 		$8.49M Buy
101,422
+375
+0.4% +$30.2K 2.98% 5
2021
Q3 		$7.47M Buy
101,047
+589
+0.6% +$44.9K 3% 5
2021
Q2 		$7.31M Sell
100,458
-47,064
-32% -$3.26M 3.1% 5
2021
Q1 		$9.61M Sell
147,522
-17,000
-10% -$1.1M 4.67% 3
2020
Q4 		$10.5M Buy
164,522
+1,158
+0.7% +$70.2K 6.3% 3
2020
Q3 		$9.44M Buy
163,364
+4,432
+3% +$251K 6.97% 3
2020
Q2 		$8.24M Buy
158,932
+10,968
+7% +$526K 5.84% 3
2020
Q1 		$6.11M Buy
147,964
+2,232
+2% +$106K 4.48% 3
2019
Q4 		$7.05M Buy
+145,732
New +$6.76M 5.17% 3

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

EPG Wealth Management's IVW Position: Q1 2026 in Review

EPG Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 2.5% in Q1 2026, buying an estimated $262K and bringing the position to 87,925 shares worth $9.95M. The position accounts for 2.7% of the portfolio, ranked #6.

EPG Wealth Management first reported a position in IVW in Q4 2019 and has held it in 25 quarters since. The position peaked at $10.7M in Q2 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • EPG Wealth Management held 87,925 shares of iShares S&P 500 Growth ETF worth $9.95M as of Q1 2026.
  • EPG Wealth Management bought 2,176 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $262K.
  • iShares S&P 500 Growth ETF made up 2.7% of EPG Wealth Management's portfolio in Q1 2026, its #6 holding.
  • EPG Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • EPG Wealth Management's iShares S&P 500 Growth ETF position peaked at $10.7M in Q2 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.