EWA
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EverSource Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

EverSource Wealth Advisors’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 		$3.63M Buy
32,130
+6,093
+23% +$733K 0.11% 142
2025
Q4 		$3.21M Sell
26,037
-2,335
-8% -$286K 0.12% 142
2025
Q3 		$3.43M Buy
28,372
+2,711
+11% +$312K 0.14% 131
2025
Q2 		$2.83M Sell
25,661
-1,142
-4% -$113K 0.13% 134
2025
Q1 		$2.49M Buy
26,803
+7,694
+40% +$776K 0.14% 133
2024
Q4 		$1.94M Buy
19,109
+1,242
+7% +$124K 0.11% 152
2024
Q3 		$1.71M Sell
17,867
-5,685
-24% -$525K 0.11% 157
2024
Q2 		$2.15M Buy
23,552
+7,591
+48% +$654K 0.14% 128
2024
Q1 		$1.3M Buy
15,961
+5,362
+51% +$431K 0.1% 157
2023
Q4 		$796K Buy
10,599
+899
+9% +$64K 0.07% 189
2023
Q3 		$664K Buy
9,700
+5,762
+146% +$408K 0.07% 196
2023
Q2 		$278K Buy
3,938
+43
+1% +$2.84K 0.03% 327
2023
Q1 		$249K Buy
3,895
+220
+6% +$13.4K 0.03% 336
2022
Q4 		$215K Buy
+3,675
New +$221K 0.03% 343

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

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

EverSource Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 23% in Q1 2026, buying an estimated $733K and bringing the position to 32,130 shares worth $3.63M. The position accounts for 0.11% of the portfolio, ranked #142.

EverSource Wealth Advisors first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • EverSource Wealth Advisors held 32,130 shares of iShares S&P 500 Growth ETF worth $3.63M as of Q1 2026.
  • EverSource Wealth Advisors bought 6,093 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $733K.
  • iShares S&P 500 Growth ETF made up 0.11% of EverSource Wealth Advisors's portfolio in Q1 2026, its #142 holding.
  • EverSource Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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