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

Francis Financial’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	$545K	Buy	4,818 +101	+2%	+$12.1K	0.1%	64
2025 Q4	$581K	Sell	4,717 -40	-0.8%	-$4.9K	0.11%	64
2025 Q3	$574K	Buy	4,757 +40	+0.8%	+$4.6K	0.1%	65
2025 Q2	$519K	Hold	4,717	–	–	0.12%	58
2025 Q1	$438K	Sell	4,717 -468	-9%	-$47.2K	0.11%	53
2024 Q4	$526K	Sell	5,185 -40	-0.8%	-$3.99K	0.13%	53
2024 Q3	$500K	Hold	5,225	–	–	0.13%	54
2024 Q2	$484K	Buy	5,225 +316	+6%	+$27.2K	0.15%	52
2024 Q1	$415K	Buy	4,909 +2,169	+79%	+$174K	0.13%	46
2023 Q4	$206K	Buy	+2,740	New	+$195K	0.09%	58

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

Francis Financial's IVW Position: Q1 2026 in Review

Francis Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 2.1% in Q1 2026, buying an estimated $12.1K and bringing the position to 4,818 shares worth $545K. The position accounts for 0.1% of the portfolio, ranked #64.

Francis Financial first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $581K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Francis Financial held 4,818 shares of iShares S&P 500 Growth ETF worth $545K as of Q1 2026.
Francis Financial bought 101 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $12.1K.
iShares S&P 500 Growth ETF made up 0.1% of Francis Financial's portfolio in Q1 2026, its #64 holding.
Francis Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Francis Financial's iShares S&P 500 Growth ETF position peaked at $581K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.