Glass Jacobson Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Glass Jacobson Investment 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	$404K	Buy	3,576 +13	+0.4%	+$1.56K	0.14%	130
2025 Q4	$439K	Buy	3,563 +1	+0%	+$122	0.16%	125
2025 Q3	$430K	Sell	3,562 -47	-1%	-$5.41K	0.16%	126
2025 Q2	$397K	Sell	3,609 -260	-7%	-$25.7K	0.15%	133
2025 Q1	$393K	Hold	3,869	–	–	0.13%	172
2024 Q4	$393K	Buy	3,869 +34	+0.9%	+$3.39K	0.13%	172
2024 Q3	$367K	Sell	3,835 -264	-6%	-$24.4K	0.12%	174
2024 Q2	$379K	Sell	4,099 -60	-1%	-$5.17K	0.14%	161
2024 Q1	$351K	Buy	4,159 +162	+4%	+$13K	0.13%	164
2023 Q4	$300K	Sell	3,997 -1,662	-29%	-$118K	0.12%	169
2023 Q3	$387K	Sell	5,659 -335	-6%	-$23.7K	0.18%	138
2023 Q2	$422K	Buy	+5,994	New	+$396K	0.19%	131
2022 Q4	$475K	Buy	+8,123	New	+$488K	0.24%	119

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

Glass Jacobson Investment Advisors's IVW Position: Q1 2026 in Review

Glass Jacobson Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.36% in Q1 2026, buying an estimated $1.56K and bringing the position to 3,576 shares worth $404K. The position accounts for 0.14% of the portfolio, ranked #130.

Glass Jacobson Investment Advisors first reported a position in IVW in Q4 2022 and has held it in 13 quarters since. The position peaked at $475K in Q4 2022. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Glass Jacobson Investment Advisors held 3,576 shares of iShares S&P 500 Growth ETF worth $404K as of Q1 2026.
Glass Jacobson Investment Advisors bought 13 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.56K.
iShares S&P 500 Growth ETF made up 0.14% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #130 holding.
Glass Jacobson Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's iShares S&P 500 Growth ETF position peaked at $475K in Q4 2022.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.