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

Helium 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 		$1.77M Sell
15,632
-891
-5% -$107K 1.68% 16
2025
Q4 		$2.04M Sell
16,523
-245
-1% -$30K 2.06% 12
2025
Q3 		$2.02M Sell
16,768
-1,241
-7% -$143K 1.69% 14
2025
Q2 		$1.98M Sell
18,009
-191
-1% -$18.9K 1.25% 18
2025
Q1 		$1.69M Buy
18,200
+43
+0.2% +$4.33K 1.23% 17
2024
Q4 		$1.84M Buy
+18,157
New +$1.81M 1.46% 17

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

Helium Advisors's IVW Position: Q1 2026 in Review

Helium Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.4% in Q1 2026, selling an estimated $107K and leaving 15,632 shares worth $1.77M. The position accounts for 1.68% of the portfolio, ranked #16.

Helium Advisors first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.04M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Helium Advisors held 15,632 shares of iShares S&P 500 Growth ETF worth $1.77M as of Q1 2026.
  • Helium Advisors sold 891 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $107K.
  • iShares S&P 500 Growth ETF made up 1.68% of Helium Advisors's portfolio in Q1 2026, its #16 holding.
  • Helium Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Helium Advisors's iShares S&P 500 Growth ETF position peaked at $2.04M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.