Financial Connections Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Financial Connections Group’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	$55K	Buy	490 +110	+29%	+$13.2K	0.02%	105
2025 Q4	$46K	Hold	380	–	–	0.02%	111
2025 Q3	$45K	Hold	380	–	–	0.02%	113
2025 Q2	$41K	Hold	380	–	–	0.02%	114
2025 Q1	$35K	Hold	380	–	–	0.02%	111
2024 Q4	$38K	Hold	380	–	–	0.02%	105
2024 Q3	$36K	Hold	380	–	–	0.02%	106
2024 Q2	$35K	Buy	+380	New	+$32.8K	0.02%	117
2024 Q1	–	Sell	-380	Closed	-$28K	–	213
2023 Q4	$28K	Buy	+380	New	+$27K	0.02%	130
2023 Q3	–	Sell	-380	Closed	-$26K	–	176
2023 Q2	$26K	Hold	380	–	–	0.02%	141
2023 Q1	$24K	Hold	380	–	–	0.02%	124
2022 Q4	$22K	Hold	380	–	–	0.02%	128
2022 Q3	$21K	Hold	380	–	–	0.02%	113
2022 Q2	$22K	Hold	380	–	–	0.02%	138
2022 Q1	$29K	Hold	380	–	–	0.03%	129
2021 Q4	$31K	Buy	+380	New	+$30.6K	0.03%	131

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Connections Group's IVW Position: Q1 2026 in Review

Financial Connections Group increased its iShares S&P 500 Growth ETF (IVW) stake by 29% in Q1 2026, buying an estimated $13.2K and bringing the position to 490 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #105.

Financial Connections Group first reported a position in IVW in Q4 2021 and has held it in 16 quarters since. 2,048 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Financial Connections Group held 490 shares of iShares S&P 500 Growth ETF worth $55K as of Q1 2026.
Financial Connections Group bought 110 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $13.2K.
iShares S&P 500 Growth ETF made up 0.02% of Financial Connections Group's portfolio in Q1 2026, its #105 holding.
Financial Connections Group first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 16 quarters since.
2,048 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.