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

Heritage Wealth 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	$6.86M	Buy	60,688 +222	+0.4%	+$26.7K	0.27%	35
2025 Q4	$7.45M	Buy	60,466 +16	+0%	+$1.96K	0.28%	38
2025 Q3	$7.3M	Buy	60,450 +1,212	+2%	+$139K	0.32%	36
2025 Q2	$6.52M	Sell	59,238 -500	-0.8%	-$49.5K	0.31%	38
2025 Q1	$5.55M	Buy	59,738 +23	+0%	+$2.32K	0.28%	37
2024 Q4	$6.06M	Sell	59,715 -17	-0%	-$1.7K	0.3%	38
2024 Q3	$5.72M	Sell	59,732 -30	-0.1%	-$2.77K	0.27%	39
2024 Q2	$5.53M	Sell	59,762 -379	-0.6%	-$32.7K	0.25%	41
2024 Q1	$5.08M	Sell	60,141 -105	-0.2%	-$8.44K	0.23%	44
2023 Q4	$4.52M	Hold	60,246	–	–	0.23%	43
2023 Q3	$4.12M	Sell	60,246 -242	-0.4%	-$17.1K	0.22%	41
2023 Q2	$4.26M	Sell	60,488 -127	-0.2%	-$8.4K	0.23%	40
2023 Q1	$3.87M	Sell	60,615 -2,203	-4%	-$135K	0.22%	40
2022 Q4	$3.67M	Sell	62,818 -10,000	-14%	-$600K	0.21%	41
2022 Q3	$4.21M	Sell	72,818 -200	-0.3%	-$13K	0.31%	36
2022 Q2	$4.41M	Buy	73,018 +4,777	+7%	+$316K	0.31%	36
2022 Q1	$5.21M	Buy	68,241 +68,221	+341,105%	+$5.13M	0.29%	38
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	515
2021 Q3	$1.48K	Hold	20	–	–	﹤0.01%	506
2021 Q2	$1.46K	Buy	+20	New	+$1.38K	﹤0.01%	518

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

Heritage Wealth Advisors's IVW Position: Q1 2026 in Review

Heritage Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.37% in Q1 2026, buying an estimated $26.7K and bringing the position to 60,688 shares worth $6.86M. The position accounts for 0.27% of the portfolio, ranked #35.

Heritage Wealth Advisors first reported a position in IVW in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.45M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Heritage Wealth Advisors held 60,688 shares of iShares S&P 500 Growth ETF worth $6.86M as of Q1 2026.
Heritage Wealth Advisors bought 222 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $26.7K.
iShares S&P 500 Growth ETF made up 0.27% of Heritage Wealth Advisors's portfolio in Q1 2026, its #35 holding.
Heritage Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 20 quarters since.
Heritage Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $7.45M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.