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

Financial Council’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	$290K	Buy	+2,564	New	+$308K	0.11%	72

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

Financial Council's IVW Position: Q1 2026 in Review

Financial Council opened a new position in iShares S&P 500 Growth ETF (IVW) in Q1 2026: 2,564 shares worth $290K. The stake represents 0.11% of the portfolio and ranks #72 among its holdings.

2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Financial Council held 2,564 shares of iShares S&P 500 Growth ETF worth $290K as of Q1 2026.
iShares S&P 500 Growth ETF was a new Financial Council position in Q1 2026.
iShares S&P 500 Growth ETF made up 0.11% of Financial Council's portfolio in Q1 2026, its #72 holding.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.