Forte Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Forte Asset Management’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	$1.16M	Hold	10,250	–	–	0.51%	48
2025 Q4	$1.26M	Hold	10,250	–	–	0.57%	45
2025 Q3	$1.24M	Sell	10,250 -1,500	-13%	-$173K	0.6%	44
2025 Q2	$1.29M	Buy	11,750 +3,000	+34%	+$297K	0.66%	41
2025 Q1	$812K	Hold	8,750	–	–	0.41%	46
2024 Q4	$888K	Hold	8,750	–	–	0.47%	44
2024 Q3	$838K	Buy	8,750 +2,350	+37%	+$217K	0.45%	44
2024 Q2	$592K	Buy	+6,400	New	+$552K	0.35%	44

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

Forte Asset Management's IVW Position: Q1 2026 in Review

Forte Asset Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 10,250 shares worth $1.16M. The position accounts for 0.51% of the portfolio, ranked #48.

Forte Asset Management first reported a position in IVW in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.29M in Q2 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Forte Asset Management held 10,250 shares of iShares S&P 500 Growth ETF worth $1.16M as of Q1 2026.
Forte Asset Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.51% of Forte Asset Management's portfolio in Q1 2026, its #48 holding.
Forte Asset Management first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Forte Asset Management's iShares S&P 500 Growth ETF position peaked at $1.29M in Q2 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.