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

Evermay 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 		$151K Hold
1,337
– – 0.02% 220
2025
Q4 		$165K Sell
1,337
-294
-18% -$36K 0.02% 215
2025
Q3 		$197K Sell
1,631
-60
-4% -$6.9K 0.02% 196
2025
Q2 		$186K Sell
1,691
-367
-18% -$36.3K 0.02% 201
2025
Q1 		$191K Sell
2,058
-370
-15% -$37.3K 0.03% 194
2024
Q4 		$247K Buy
2,428
+430
+22% +$42.9K 0.04% 177
2024
Q3 		$191K Buy
1,998
+367
+23% +$33.9K 0.03% 201
2024
Q2 		$151K Hold
1,631
– – 0.02% 218
2024
Q1 		$138K Buy
1,631
+872
+115% +$70.1K 0.02% 237
2023
Q4 		$57K Buy
759
+5
+0.7% +$356 0.01% 317
2023
Q3 		$51.6K Hold
754
– – 0.01% 300
2023
Q2 		$53.1K Sell
754
-320
-30% -$21.2K 0.01% 303
2023
Q1 		$68.6K Buy
1,074
+694
+183% +$42.4K 0.01% 274
2022
Q4 		$22.2K Hold
380
– – ﹤0.01% 358
2022
Q3 		$22K Sell
380
-800
-68% -$52K ﹤0.01% 344
2022
Q2 		$71K Sell
1,180
-844
-42% -$55.9K 0.01% 247
2022
Q1 		$155K Hold
2,024
– – 0.03% 211
2021
Q4 		$169K Hold
2,024
– – 0.03% 186
2021
Q3 		$150K Hold
2,024
– – 0.03% 187
2021
Q2 		$147K Buy
+2,024
New +$140K 0.03% 197

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

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

Evermay Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 1,337 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #220.

Evermay Wealth Management first reported a position in IVW in Q2 2021 and has held it in 20 quarters since. The position peaked at $247K in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Evermay Wealth Management held 1,337 shares of iShares S&P 500 Growth ETF worth $151K as of Q1 2026.
  • Evermay Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Growth ETF made up 0.02% of Evermay Wealth Management's portfolio in Q1 2026, its #220 holding.
  • Evermay Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • Evermay Wealth Management's iShares S&P 500 Growth ETF position peaked at $247K in Q4 2024.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.