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

Financial Engines 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	$25M	Sell	220,703 -956	-0.4%	-$115K	0.05%	71
2025 Q4	$27.3M	Sell	221,659 -9,497	-4%	-$1.16M	0.05%	72
2025 Q3	$27.9M	Sell	231,156 -20,057	-8%	-$2.31M	0.05%	69
2025 Q2	$27.7M	Sell	251,213 -23,797	-9%	-$2.36M	0.06%	66
2025 Q1	$25.5M	Sell	275,010 -29,122	-10%	-$2.94M	0.05%	64
2024 Q4	$30.9M	Sell	304,132 -25,782	-8%	-$2.57M	0.07%	62
2024 Q3	$31.6M	Sell	329,914 -139	-0%	-$12.8K	0.07%	59
2024 Q2	$30.5M	Sell	330,053 -23,186	-7%	-$2M	0.07%	58
2024 Q1	$29.8M	Sell	353,239 -32,394	-8%	-$2.6M	0.07%	55
2023 Q4	$29M	Sell	385,633 -64,037	-14%	-$4.56M	0.07%	54
2023 Q3	$30.9M	Sell	449,670 -28,991	-6%	-$2.05M	0.08%	55
2023 Q2	$33.7M	Sell	478,661 -16,890	-3%	-$1.12M	0.09%	55
2023 Q1	$31.7M	Sell	495,551 -107,278	-18%	-$6.56M	0.08%	55
2022 Q4	$35.3M	Buy	602,829 +18,039	+3%	+$1.08M	0.1%	62
2022 Q3	$33.8M	Buy	584,790 +4,007	+0.7%	+$260K	0.11%	57
2022 Q2	$35M	Buy	580,783 +11,135	+2%	+$737K	0.11%	56
2022 Q1	$43.5M	Buy	569,648 +32,969	+6%	+$2.48M	0.12%	54
2021 Q4	$44.9M	Buy	536,679 +18,528	+4%	+$1.49M	0.12%	50
2021 Q3	$38.3M	Buy	518,151 +10,633	+2%	+$811K	0.11%	50
2021 Q2	$36.9M	Sell	507,518 -95,754	-16%	-$6.63M	0.11%	51
2021 Q1	$39.3M	Buy	603,272 +25,625	+4%	+$1.66M	0.12%	51
2020 Q4	$36.9M	Buy	577,647 +30,715	+6%	+$1.86M	0.13%	50
2020 Q3	$31.5M	Buy	546,932 +24,168	+5%	+$1.37M	0.13%	50
2020 Q2	$27.1M	Buy	522,764 +111,020	+27%	+$5.32M	0.12%	49
2020 Q1	$17M	Buy	411,744 +39,752	+11%	+$1.88M	0.09%	47
2019 Q4	$18M	Buy	371,992 +8,628	+2%	+$400K	0.09%	43
2019 Q3	$15.8M	Buy	363,364 +22,876	+7%	+$1.03M	0.09%	40
2019 Q2	$15.3M	Buy	340,488 +43,024	+14%	+$1.89M	0.09%	37
2019 Q1	$12.8M	Buy	297,464 +35,976	+14%	+$1.47M	0.07%	37
2018 Q4	$10.1M	Buy	+261,488	New	+$10.6M	0.07%	42

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 Engines Advisors's IVW Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.43% in Q1 2026, selling an estimated $115K and leaving 220,703 shares worth $25M. The position accounts for 0.05% of the portfolio, ranked #71.

Financial Engines Advisors first reported a position in IVW in Q4 2018 and has held it in 30 quarters since. The position peaked at $44.9M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Financial Engines Advisors held 220,703 shares of iShares S&P 500 Growth ETF worth $25M as of Q1 2026.
Financial Engines Advisors sold 956 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $115K.
iShares S&P 500 Growth ETF made up 0.05% of Financial Engines Advisors's portfolio in Q1 2026, its #71 holding.
Financial Engines Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
Financial Engines Advisors's iShares S&P 500 Growth ETF position peaked at $44.9M in Q4 2021.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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