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

Financial Insights’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	$399K	Sell	3,526 -991	-22%	-$119K	0.13%	92
2025 Q4	$557K	Buy	4,517 +785	+21%	+$96.1K	0.19%	71
2025 Q3	$451K	Hold	3,732	–	–	0.15%	76
2025 Q2	$411K	Hold	3,732	–	–	0.15%	77
2025 Q1	$346K	Sell	3,732 -90	-2%	-$9.07K	0.14%	73
2024 Q4	$388K	Sell	3,822 -332	-8%	-$33.1K	0.14%	73
2024 Q3	$398K	Sell	4,154 -1,157	-22%	-$107K	0.13%	99
2024 Q2	$491K	Hold	5,311	–	–	0.14%	99
2024 Q1	$448K	Hold	5,311	–	–	0.13%	113
2023 Q4	$399K	Hold	5,311	–	–	0.12%	114
2023 Q3	$355K	Sell	5,311 -750	-12%	-$53.1K	0.13%	111
2023 Q2	$427K	Buy	6,061 +663	+12%	+$43.8K	0.16%	108
2023 Q1	$345K	Buy	5,398 +1	+0%	+$61	0.14%	118
2022 Q4	$316K	Hold	5,397	–	–	0.15%	115
2022 Q3	$312K	Buy	5,397 +1,549	+40%	+$101K	0.21%	90
2022 Q2	$232K	Sell	3,848 -116	-3%	-$7.68K	0.24%	72
2022 Q1	$303K	Hold	3,964	–	–	0.28%	62
2021 Q4	$332K	Hold	3,964	–	–	0.29%	60
2021 Q3	$293K	Hold	3,964	–	–	0.27%	62
2021 Q2	$2.88M	Hold	3,964	–	–	0.24%	64
2021 Q1	$258K	Hold	3,964	–	–	0.19%	70
2020 Q4	$253K	Hold	3,964	–	–	0.2%	66
2020 Q3	$229K	Sell	3,964 -1,656	-29%	-$93.7K	0.19%	70
2020 Q2	$206	Buy	+5,620	New	+$269K	0.18%	76
2020 Q1	–	Sell	-4,320	Closed	-$209K	–	75
2019 Q4	$209K	Buy	+4,320	New	+$200K	0.18%	80

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 Insights's IVW Position: Q1 2026 in Review

Financial Insights reduced its iShares S&P 500 Growth ETF (IVW) stake by 22% in Q1 2026, selling an estimated $119K and leaving 3,526 shares worth $399K. The position accounts for 0.13% of the portfolio, ranked #92.

Financial Insights first reported a position in IVW in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.88M in Q2 2021. 2,048 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Financial Insights held 3,526 shares of iShares S&P 500 Growth ETF worth $399K as of Q1 2026.
Financial Insights sold 991 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $119K.
iShares S&P 500 Growth ETF made up 0.13% of Financial Insights's portfolio in Q1 2026, its #92 holding.
Financial Insights first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 25 quarters since.
Financial Insights's iShares S&P 500 Growth ETF position peaked at $2.88M in Q2 2021.
2,048 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.