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

Evolution 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	$1.05M	Sell	9,256 -1,044	-10%	-$126K	0.11%	74
2025 Q4	$1.27M	Buy	10,300 +70	+0.7%	+$8.57K	0.13%	65
2025 Q3	$1.23M	Sell	10,230 -15,605	-60%	-$1.79M	0.17%	67
2025 Q2	$2.84M	Buy	25,835 +10,250	+66%	+$1.01M	0.42%	42
2025 Q1	$1.45M	Buy	15,585 +7,530	+93%	+$759K	0.24%	56
2024 Q4	$818K	Sell	8,055 -7,700	-49%	-$768K	0.14%	69
2024 Q3	$1.51M	Buy	15,755 +9,860	+167%	+$910K	0.27%	54
2024 Q2	$546K	Buy	5,895 +180	+3%	+$15.5K	0.11%	76
2024 Q1	$483K	Buy	5,715 +2,755	+93%	+$221K	0.09%	82
2023 Q4	$222K	Hold	2,960	–	–	0.04%	116
2023 Q3	$203K	Hold	2,960	–	–	0.05%	109
2023 Q2	$209K	Buy	+2,960	New	+$196K	0.05%	104
2021 Q4	–	Sell	-1,135	Closed	-$84K	–	390
2021 Q3	$84K	Buy	+1,135	New	+$86.5K	0.02%	164
2020 Q2	–	Sell	-7,296	Closed	-$301K	–	553
2020 Q1	$301K	Buy	+7,296	New	+$345K	0.12%	49

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Evolution Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 10% in Q1 2026, selling an estimated $126K and leaving 9,256 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #74.

Evolution Wealth Advisors first reported a position in IVW in Q1 2020 and has held it in 14 quarters since. The position peaked at $2.84M in Q2 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Evolution Wealth Advisors held 9,256 shares of iShares S&P 500 Growth ETF worth $1.05M as of Q1 2026.
Evolution Wealth Advisors sold 1,044 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $126K.
iShares S&P 500 Growth ETF made up 0.11% of Evolution Wealth Advisors's portfolio in Q1 2026, its #74 holding.
Evolution Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 14 quarters since.
Evolution Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $2.84M in Q2 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.