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

Frontier 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	$20.8M	Buy	183,804 +121,142	+193%	+$14.6M	4.36%	5
2025 Q4	$7.72M	Sell	62,662 -500	-0.8%	-$61.2K	1.79%	17
2025 Q3	$7.62M	Buy	63,162 +1,209	+2%	+$139K	1.9%	17
2025 Q2	$6.82M	Sell	61,953 -5,668	-8%	-$561K	1.86%	18
2025 Q1	$6.28M	Sell	67,621 -2,209	-3%	-$223K	1.82%	20
2024 Q4	$7.09M	Buy	69,830 +791	+1%	+$78.9K	2.34%	17
2024 Q3	$6.61M	Sell	69,039 -2,072	-3%	-$191K	2.19%	13
2024 Q2	$6.58M	Sell	71,111 -162	-0.2%	-$14K	2.39%	11
2024 Q1	$6.02M	Sell	71,273 -10,090	-12%	-$811K	2.21%	13
2023 Q4	$6.11M	Sell	81,363 -629	-0.8%	-$44.8K	2.3%	13
2023 Q3	$5.61M	Sell	81,992 -2,741	-3%	-$194K	2.54%	13
2023 Q2	$5.97M	Sell	84,733 -2,488	-3%	-$164K	2.72%	12
2023 Q1	$5.57M	Sell	87,221 -23,949	-22%	-$1.46M	2.63%	13
2022 Q4	$6.5M	Buy	111,170 +107,483	+2,915%	+$6.45M	2.98%	11
2022 Q3	$213K	Sell	3,687 -20,805	-85%	-$1.35M	0.18%	42
2022 Q2	$1.48M	Buy	+24,492	New	+$1.62M	1.23%	21
2022 Q1	–	Sell	-13,889	Closed	-$1.16M	–	39
2021 Q4	$1.16M	Buy	+13,889	New	+$1.12M	0.86%	24

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

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

Frontier Asset Management increased its iShares S&P 500 Growth ETF (IVW) stake by 193% in Q1 2026, buying an estimated $14.6M and bringing the position to 183,804 shares worth $20.8M. The position accounts for 4.36% of the portfolio, ranked #5.

Frontier Asset Management first reported a position in IVW in Q4 2021 and has held it in 17 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Frontier Asset Management held 183,804 shares of iShares S&P 500 Growth ETF worth $20.8M as of Q1 2026.
Frontier Asset Management bought 121,142 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $14.6M.
iShares S&P 500 Growth ETF made up 4.36% of Frontier Asset Management's portfolio in Q1 2026, its #5 holding.
Frontier Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 17 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Frontier Asset Management's 13F filing for Q1 2026, filed 6 May 2026.