Gen-Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Gen-Wealth 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	$9.38M	Buy	82,886 +4,183	+5%	+$503K	2.95%	4
2025 Q4	$9.7M	Buy	78,703 +7,107	+10%	+$870K	3.11%	4
2025 Q3	$8.64M	Buy	71,596 +1,423	+2%	+$164K	2.92%	3
2025 Q2	$7.73M	Sell	70,173 -8,443	-11%	-$836K	2.98%	4
2025 Q1	$7.3M	Sell	78,616 -627	-0.8%	-$63.2K	3.05%	2
2024 Q4	$8.05M	Sell	79,243 -117	-0.1%	-$11.7K	3.46%	2
2024 Q3	$7.77M	Buy	79,360 +2,571	+3%	+$237K	3.39%	2
2024 Q2	$7.11M	Buy	76,789 +28,956	+61%	+$2.5M	3.43%	2
2024 Q1	$4.04M	Buy	+47,833	New	+$3.84M	2%	6

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

Gen-Wealth Partners's IVW Position: Q1 2026 in Review

Gen-Wealth Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 5.3% in Q1 2026, buying an estimated $503K and bringing the position to 82,886 shares worth $9.38M. The position accounts for 2.95% of the portfolio, ranked #4.

Gen-Wealth Partners first reported a position in IVW in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.7M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Gen-Wealth Partners held 82,886 shares of iShares S&P 500 Growth ETF worth $9.38M as of Q1 2026.
Gen-Wealth Partners bought 4,183 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $503K.
iShares S&P 500 Growth ETF made up 2.95% of Gen-Wealth Partners's portfolio in Q1 2026, its #4 holding.
Gen-Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's iShares S&P 500 Growth ETF position peaked at $9.7M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.