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Heritage Wealth Management (Ohio)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Heritage Wealth Management (Ohio)’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 		– Sell
-2,945
Closed -$363K – 197
2025
Q4 		$363K Sell
2,945
-510
-15% -$62.4K 0.1% 183
2025
Q3 		$417K Buy
+3,455
New +$397K 0.12% 163

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 Wealth Management (Ohio)'s IVW Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 2,945 shares — an estimated $363K sold.

Heritage Wealth Management (Ohio) first reported a position in IVW in Q3 2025 and held it in 2 quarters. The position peaked at $417K in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 2,945 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $363K.
  • Heritage Wealth Management (Ohio) first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and held it in 2 quarters.
  • Heritage Wealth Management (Ohio)'s iShares S&P 500 Growth ETF position peaked at $417K in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.