Fairview Capital Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fairview Capital Investment 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	$268K	Sell	2,366 -25	-1%	-$3.01K	0.01%	169
2025 Q4	$295K	Sell	2,391 -40	-2%	-$4.9K	0.02%	149
2025 Q3	$294K	Hold	2,431	–	–	0.01%	144
2025 Q2	$268K	Hold	2,431	–	–	0.01%	141
2025 Q1	$226K	Sell	2,431 -25	-1%	-$2.52K	0.01%	154
2024 Q4	$249K	Sell	2,456 -40	-2%	-$3.99K	0.01%	153
2024 Q3	$239K	Sell	2,496 -27	-1%	-$2.49K	0.01%	144
2024 Q2	$234K	Sell	2,523 -75	-3%	-$6.47K	0.01%	141
2024 Q1	$219K	Sell	2,598 -139	-5%	-$11.2K	0.01%	150
2023 Q4	$206K	Buy	+2,737	New	+$195K	0.01%	145
2023 Q3	–	Sell	-3,167	Closed	-$223K	–	145
2023 Q2	$223K	Sell	3,167 -26	-0.8%	-$1.72K	0.01%	132
2023 Q1	$204K	Buy	+3,193	New	+$195K	0.01%	139

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

Fairview Capital Investment Management's IVW Position: Q1 2026 in Review

Fairview Capital Investment Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1% in Q1 2026, selling an estimated $3.01K and leaving 2,366 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #169.

Fairview Capital Investment Management first reported a position in IVW in Q1 2023 and has held it in 12 quarters since. The position peaked at $295K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Fairview Capital Investment Management held 2,366 shares of iShares S&P 500 Growth ETF worth $268K as of Q1 2026.
Fairview Capital Investment Management sold 25 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $3.01K.
iShares S&P 500 Growth ETF made up 0.01% of Fairview Capital Investment Management's portfolio in Q1 2026, its #169 holding.
Fairview Capital Investment Management first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 12 quarters since.
Fairview Capital Investment Management's iShares S&P 500 Growth ETF position peaked at $295K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.