HFO
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Heritage Family Offices’s iShares S&P 500 Growth ETF IVW Stock Holding History

Heritage Family Offices’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 		$388K Buy
3,429
+470
+16% +$56.5K 0.17% 117
2025
Q4 		$365K Buy
2,959
+638
+27% +$78.1K 0.17% 119
2025
Q3 		$280K Sell
2,321
-18
-0.8% -$2.07K 0.13% 150
2025
Q2 		$216K Hold
2,339
– – 0.11% 167
2025
Q1 		$217K Sell
2,339
-101
-4% -$10.2K 0.11% 164
2024
Q4 		$248K Buy
+2,440
New +$243K 0.12% 155

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

Heritage Family Offices's IVW Position: Q1 2026 in Review

Heritage Family Offices increased its iShares S&P 500 Growth ETF (IVW) stake by 16% in Q1 2026, buying an estimated $56.5K and bringing the position to 3,429 shares worth $388K. The position accounts for 0.17% of the portfolio, ranked #117.

Heritage Family Offices first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Heritage Family Offices held 3,429 shares of iShares S&P 500 Growth ETF worth $388K as of Q1 2026.
  • Heritage Family Offices bought 470 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $56.5K.
  • iShares S&P 500 Growth ETF made up 0.17% of Heritage Family Offices's portfolio in Q1 2026, its #117 holding.
  • Heritage Family Offices first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.