Genesee Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Genesee Capital 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	$300K	Buy	2,649 +2	+0.1%	+$241	0.13%	108
2025 Q4	$326K	Buy	2,647 +3	+0.1%	+$367	0.13%	97
2025 Q3	$319K	Hold	2,644	–	–	0.14%	93
2025 Q2	$291K	Hold	2,644	–	–	0.13%	101
2025 Q1	$245K	Hold	2,644	–	–	0.12%	102
2024 Q4	$268K	Hold	2,644	–	–	0.12%	107
2024 Q3	$253K	Hold	2,644	–	–	0.12%	104
2024 Q2	$245K	Sell	2,644 -24	-0.9%	-$2.07K	0.12%	102
2024 Q1	$225K	Hold	2,668	–	–	0.12%	103
2023 Q4	$200K	Buy	+2,668	New	+$190K	0.12%	104
2022 Q2	–	Sell	-2,668	Closed	-$204K	–	112
2022 Q1	$204K	Hold	2,668	–	–	0.11%	103
2021 Q4	$223K	Buy	+2,668	New	+$215K	0.11%	99

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

Genesee Capital Advisors's IVW Position: Q1 2026 in Review

Genesee Capital Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.08% in Q1 2026, buying an estimated $241 and bringing the position to 2,649 shares worth $300K. The position accounts for 0.13% of the portfolio, ranked #108.

Genesee Capital Advisors first reported a position in IVW in Q4 2021 and has held it in 12 quarters since. The position peaked at $326K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Genesee Capital Advisors held 2,649 shares of iShares S&P 500 Growth ETF worth $300K as of Q1 2026.
Genesee Capital Advisors bought 2 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $241.
iShares S&P 500 Growth ETF made up 0.13% of Genesee Capital Advisors's portfolio in Q1 2026, its #108 holding.
Genesee Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 12 quarters since.
Genesee Capital Advisors's iShares S&P 500 Growth ETF position peaked at $326K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Genesee Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.