Goodman Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Goodman Advisory Group’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	$142K	Sell	1,258 -885	-41%	-$106K	0.04%	87
2025 Q4	$264K	Hold	2,143	–	–	0.07%	63
2025 Q3	$259K	Hold	2,143	–	–	0.06%	63
2025 Q2	$236K	Hold	2,143	–	–	0.08%	54
2025 Q1	$199K	Buy	+2,143	New	+$216K	0.06%	77
2024 Q4	–	Sell	-2,143	Closed	-$205K	–	111
2024 Q3	$205K	Hold	2,143	–	–	0.06%	83
2024 Q2	$198K	Hold	2,143	–	–	0.06%	86
2024 Q1	$181K	Hold	2,143	–	–	0.06%	74
2023 Q4	$161K	Hold	2,143	–	–	0.05%	72
2023 Q3	$147K	Hold	2,143	–	–	0.05%	76
2023 Q2	$151K	Sell	2,143 -779	-27%	-$51.5K	0.06%	66
2023 Q1	$187K	Hold	2,922	–	–	0.1%	49
2022 Q4	$171K	Sell	2,922 -854	-23%	-$51.3K	0.1%	49
2022 Q3	$218K	Sell	3,776 -2,133	-36%	-$139K	0.12%	46
2022 Q2	$357K	Sell	5,909 -267	-4%	-$17.7K	0.16%	36
2022 Q1	$472K	Sell	6,176 -860	-12%	-$64.6K	0.16%	51
2021 Q4	$589K	Buy	+7,036	New	+$567K	0.2%	50

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

Goodman Advisory Group's IVW Position: Q1 2026 in Review

Goodman Advisory Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 41% in Q1 2026, selling an estimated $106K and leaving 1,258 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #87.

Goodman Advisory Group first reported a position in IVW in Q4 2021 and has held it in 17 quarters since. The position peaked at $589K in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Goodman Advisory Group held 1,258 shares of iShares S&P 500 Growth ETF worth $142K as of Q1 2026.
Goodman Advisory Group sold 885 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $106K.
iShares S&P 500 Growth ETF made up 0.04% of Goodman Advisory Group's portfolio in Q1 2026, its #87 holding.
Goodman Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 17 quarters since.
Goodman Advisory Group's iShares S&P 500 Growth ETF position peaked at $589K in Q4 2021.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.