Game Plan Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Game Plan Financial 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	$887K	Sell	7,846 -1,190	-13%	-$143K	0.4%	51
2025 Q4	$1.11M	Hold	9,036	–	–	0.45%	50
2025 Q3	$1.09M	Hold	9,036	–	–	0.45%	51
2025 Q2	$995K	Sell	9,036 -1,100	-11%	-$109K	0.43%	56
2025 Q1	$941K	Hold	10,136	–	–	0.46%	52
2024 Q4	$1.03M	Hold	10,136	–	–	0.49%	48
2024 Q3	$971K	Sell	10,136 -600	-6%	-$55.4K	0.47%	52
2024 Q2	$994K	Sell	10,736 -10	-0.1%	-$862	0.49%	56
2024 Q1	$907K	Sell	10,746 -500	-4%	-$40.2K	0.46%	60
2023 Q4	$845K	Buy	+11,246	New	+$801K	0.48%	59
2022 Q4	$716K	Hold	12,246	–	–	0.59%	50
2022 Q3	$708K	Sell	12,246 -100	-0.8%	-$6.5K	0.6%	46
2022 Q2	$741K	Sell	12,346 -160	-1%	-$10.6K	0.6%	50
2022 Q1	$955K	Hold	12,506	–	–	0.57%	52
2021 Q4	$1.05M	Hold	12,506	–	–	0.56%	53
2021 Q3	$924K	Sell	12,506 -525	-4%	-$40K	0.55%	54
2021 Q2	$948K	Hold	13,031	–	–	0.56%	50
2021 Q1	$852K	Sell	13,031 -245	-2%	-$15.8K	0.55%	53
2020 Q4	$846K	Buy	+13,276	New	+$805K	0.6%	48
2020 Q2	–	Sell	-15,160	Closed	-$627K	–	72
2020 Q1	$627K	Sell	15,160 -20,140	-57%	-$952K	0.74%	41
2019 Q4	$1.71M	Buy	+35,300	New	+$1.64M	1.6%	25

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

Game Plan Financial Advisors's IVW Position: Q1 2026 in Review

Game Plan Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 13% in Q1 2026, selling an estimated $143K and leaving 7,846 shares worth $887K. The position accounts for 0.4% of the portfolio, ranked #51.

Game Plan Financial Advisors first reported a position in IVW in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.71M in Q4 2019. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Game Plan Financial Advisors held 7,846 shares of iShares S&P 500 Growth ETF worth $887K as of Q1 2026.
Game Plan Financial Advisors sold 1,190 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $143K.
iShares S&P 500 Growth ETF made up 0.4% of Game Plan Financial Advisors's portfolio in Q1 2026, its #51 holding.
Game Plan Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 21 quarters since.
Game Plan Financial Advisors's iShares S&P 500 Growth ETF position peaked at $1.71M in Q4 2019.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.