Holistic Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Holistic Planning’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	$2.31M	Buy	20,455 +2,056	+11%	+$247K	0.46%	44
2025 Q4	$2.27M	Sell	18,399 -914	-5%	-$112K	0.48%	43
2025 Q3	$2.33M	Buy	19,313 +412	+2%	+$47.4K	0.61%	32
2025 Q2	$2.08M	Buy	18,901 +359	+2%	+$35.5K	0.6%	33
2025 Q1	$1.72M	Sell	18,542 -481	-3%	-$48.5K	0.58%	33
2024 Q4	$1.93M	Buy	19,023 +222	+1%	+$22.1K	0.7%	28
2024 Q3	$1.8M	Buy	18,801 +5,961	+46%	+$550K	0.76%	29
2024 Q2	$1.08M	Hold	12,840	–	–	0.83%	41
2024 Q1	$1.08M	Sell	12,840 -2,227	-15%	-$179K	0.83%	42
2023 Q4	$1.13M	Buy	+15,067	New	+$1.07M	0.95%	36

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

Holistic Planning's IVW Position: Q1 2026 in Review

Holistic Planning increased its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q1 2026, buying an estimated $247K and bringing the position to 20,455 shares worth $2.31M. The position accounts for 0.46% of the portfolio, ranked #44.

Holistic Planning first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.33M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Holistic Planning held 20,455 shares of iShares S&P 500 Growth ETF worth $2.31M as of Q1 2026.
Holistic Planning bought 2,056 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $247K.
iShares S&P 500 Growth ETF made up 0.46% of Holistic Planning's portfolio in Q1 2026, its #44 holding.
Holistic Planning first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's iShares S&P 500 Growth ETF position peaked at $2.33M in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.