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Estate Planners Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Estate Planners Group’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 		– Sell
-164
Closed -$20.2K – 232
2025
Q4 		$20.2K Buy
+164
New +$20.1K 0.01% 210

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Estate Planners Group's IVW Position: Q1 2026 in Review

Estate Planners Group sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 164 shares — an estimated $20.2K sold.

Estate Planners Group first reported a position in IVW in Q4 2025 and held it in 1 quarter. The position peaked at $20.2K in Q4 2025. 2,048 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Estate Planners Group reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 164 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $20.2K.
  • Estate Planners Group first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's iShares S&P 500 Growth ETF position peaked at $20.2K in Q4 2025.
  • 2,048 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.