HBW
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Hazlett, Burt & Watson’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hazlett, Burt & Watson’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 		$3.04M Buy
26,830
+9,437
+54% +$1.13M 0.95% 19
2025
Q4 		$2.15M Buy
17,393
+2,396
+16% +$293K 0.69% 32
2025
Q3 		$1.82M Buy
14,997
+1,380
+10% +$159K 0.64% 38
2025
Q2 		$1.5M Sell
13,617
-296
-2% -$29.3K 0.61% 41
2025
Q1 		$1.29M Buy
13,913
+3,182
+30% +$321K 0.58% 44
2024
Q4 		$1.09M Buy
10,731
+2,468
+30% +$246K 0.48% 50
2024
Q3 		$792K Buy
8,263
+1,167
+16% +$108K 0.36% 63
2024
Q2 		$656K Buy
7,096
+1,549
+28% +$134K 0.34% 64
2024
Q1 		$469K Sell
5,547
-1,277
-19% -$103K 0.28% 71
2023
Q4 		$512K Buy
6,824
+1,297
+23% +$92.3K 0.34% 61
2023
Q3 		$378K Buy
5,527
+1,870
+51% +$132K 0.28% 75
2023
Q2 		$256K Buy
3,657
+1,659
+83% +$110K 0.19% 114
2023
Q1 		$128K Sell
1,998
-89
-4% -$5.44K 0.1% 169
2022
Q4 		$122K Sell
2,087
-1,005
-33% -$60.3K 0.11% 167
2022
Q3 		$179K Buy
3,092
+77
+3% +$5K 0.17% 122
2022
Q2 		$182K Hold
3,015
– – 0.17% 129
2022
Q1 		$231K Buy
+3,015
New +$227K 0.18% 114

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Hazlett, Burt & Watson's IVW Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its iShares S&P 500 Growth ETF (IVW) stake by 54% in Q1 2026, buying an estimated $1.13M and bringing the position to 26,830 shares worth $3.04M. The position accounts for 0.95% of the portfolio, ranked #19.

Hazlett, Burt & Watson first reported a position in IVW in Q1 2022 and has held it in 17 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Hazlett, Burt & Watson held 26,830 shares of iShares S&P 500 Growth ETF worth $3.04M as of Q1 2026.
  • Hazlett, Burt & Watson bought 9,437 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.13M.
  • iShares S&P 500 Growth ETF made up 0.95% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #19 holding.
  • Hazlett, Burt & Watson first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.