Flagship Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Flagship Wealth 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	$3.76M	Sell	34,145 -17,795	-34%	-$2.14M	1.62%	20
2025 Q4	$6.4M	Buy	51,940 +2,401	+5%	+$294K	1.86%	17
2025 Q3	$5.98M	Buy	49,539 +10,534	+27%	+$1.21M	1.97%	14
2025 Q2	$4.29M	Sell	39,005 -10,441	-21%	-$1.03M	1.62%	19
2025 Q1	$4.59M	Buy	49,446 +20,472	+71%	+$2.06M	1.93%	14
2024 Q4	$2.94M	Buy	+28,974	New	+$2.89M	1.73%	16

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

Flagship Wealth Advisors's IVW Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 34% in Q1 2026, selling an estimated $2.14M and leaving 34,145 shares worth $3.76M. The position accounts for 1.62% of the portfolio, ranked #20.

Flagship Wealth Advisors first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.4M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Flagship Wealth Advisors held 34,145 shares of iShares S&P 500 Growth ETF worth $3.76M as of Q1 2026.
Flagship Wealth Advisors sold 17,795 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $2.14M.
iShares S&P 500 Growth ETF made up 1.62% of Flagship Wealth Advisors's portfolio in Q1 2026, its #20 holding.
Flagship Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $6.4M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.