Foster Dykema Cabot & Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Foster Dykema Cabot & Partners’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	$814K	Sell	7,197 -846	-11%	-$102K	0.05%	57
2025 Q4	$991K	Hold	8,043	–	–	0.06%	49
2025 Q3	$971K	Sell	8,043 -414	-5%	-$47.6K	0.06%	56
2025 Q2	$931K	Hold	8,457	–	–	0.07%	51
2025 Q1	$785K	Hold	8,457	–	–	0.06%	55
2024 Q4	$859K	Hold	8,457	–	–	0.07%	54
2024 Q3	$810K	Buy	8,457 +1,206	+17%	+$111K	0.07%	57
2024 Q2	$671K	Hold	7,251	–	–	0.06%	52
2024 Q1	$612K	Hold	7,251	–	–	0.06%	58
2023 Q4	$545K	Buy	+7,251	New	+$516K	0.06%	56

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

Foster Dykema Cabot & Partners's IVW Position: Q1 2026 in Review

Foster Dykema Cabot & Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q1 2026, selling an estimated $102K and leaving 7,197 shares worth $814K. The position accounts for 0.05% of the portfolio, ranked #57.

Foster Dykema Cabot & Partners first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $991K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Foster Dykema Cabot & Partners held 7,197 shares of iShares S&P 500 Growth ETF worth $814K as of Q1 2026.
Foster Dykema Cabot & Partners sold 846 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $102K.
iShares S&P 500 Growth ETF made up 0.05% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #57 holding.
Foster Dykema Cabot & Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's iShares S&P 500 Growth ETF position peaked at $991K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.