Etesian Wealth Advisors’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
$299K Buy
+2,640
New +$318K 0.1% 113
2025
Q4
Sell
-2,242
Closed -$271K 136
2025
Q3
$271K Buy
+2,242
New +$258K 0.09% 118

Other funds holding IVW

Etesian Wealth Advisors's IVW Position: Q1 2026 in Review

Etesian Wealth Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q1 2026: 2,640 shares worth $299K. The stake represents 0.1% of the portfolio and ranks #113 among its holdings. This is a return to the name: Etesian Wealth Advisors previously reported a position in IVW as recently as Q3 2025.

Etesian Wealth Advisors first reported a position in IVW in Q3 2025 and has held it in 2 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Etesian Wealth Advisors held 2,640 shares of iShares S&P 500 Growth ETF worth $299K as of Q1 2026.
  • iShares S&P 500 Growth ETF was a new Etesian Wealth Advisors position in Q1 2026.
  • iShares S&P 500 Growth ETF made up 0.1% of Etesian Wealth Advisors's portfolio in Q1 2026, its #113 holding.
  • Etesian Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.