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

HFG 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	$402K	Sell	3,552 -614	-15%	-$73.8K	0.28%	69
2025 Q4	$514K	Buy	4,166 +545	+15%	+$66.7K	0.37%	56
2025 Q3	$437K	Sell	3,621 -193	-5%	-$22.2K	0.32%	58
2025 Q2	$420K	Hold	3,814	–	–	0.33%	59
2025 Q1	$354K	Hold	3,814	–	–	0.3%	57
2024 Q4	$387K	Hold	3,814	–	–	0.34%	53
2024 Q3	$365K	Hold	3,814	–	–	0.32%	61
2024 Q2	$353K	Sell	3,814 -66	-2%	-$5.69K	0.33%	60
2024 Q1	$328K	Sell	3,880 -480	-11%	-$38.6K	0.29%	75
2023 Q4	$327K	Sell	4,360 -700	-14%	-$49.8K	0.32%	64
2023 Q3	$346K	Hold	5,060	–	–	0.38%	61
2023 Q2	$357K	Hold	5,060	–	–	0.38%	58
2023 Q1	$323K	Hold	5,060	–	–	0.37%	58
2022 Q4	$296K	Buy	5,060 +1,323	+35%	+$79.4K	0.35%	59
2022 Q3	$216K	Buy	3,737 +50	+1%	+$3.25K	0.3%	70
2022 Q2	$223K	Sell	3,687 -695	-16%	-$46K	0.3%	69
2022 Q1	$335K	Buy	+4,382	New	+$329K	0.38%	54

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

HFG Advisors's IVW Position: Q1 2026 in Review

HFG Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 15% in Q1 2026, selling an estimated $73.8K and leaving 3,552 shares worth $402K. The position accounts for 0.28% of the portfolio, ranked #69.

HFG Advisors first reported a position in IVW in Q1 2022 and has held it in 17 quarters since. The position peaked at $514K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

HFG Advisors held 3,552 shares of iShares S&P 500 Growth ETF worth $402K as of Q1 2026.
HFG Advisors sold 614 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $73.8K.
iShares S&P 500 Growth ETF made up 0.28% of HFG Advisors's portfolio in Q1 2026, its #69 holding.
HFG Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
HFG Advisors's iShares S&P 500 Growth ETF position peaked at $514K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.