HFW
IVW icon

Horizon Family Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Horizon Family Wealth’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 		$11.1M Sell
98,028
-988
-1% -$119K 5.86% 5
2025
Q4 		$12.2M Sell
99,016
-2,565
-3% -$314K 6.5% 5
2025
Q3 		$12.3M Buy
101,581
+522
+0.5% +$60K 7.05% 5
2025
Q2 		$11.1M Buy
101,059
+3,190
+3% +$316K 6.79% 5
2025
Q1 		$9.09M Buy
97,869
+2,287
+2% +$231K 6.06% 5
2024
Q4 		$9.7M Buy
95,582
+1,719
+2% +$171K 6.45% 4
2024
Q3 		$8.99M Sell
93,863
-19,955
-18% -$1.84M 6.41% 4
2024
Q2 		$10.5M Sell
113,818
-16,477
-13% -$1.42M 8.02% 4
2024
Q1 		$11M Sell
130,295
-4,732
-4% -$380K 8.48% 4
2023
Q4 		$10.1M Buy
135,027
+3,539
+3% +$252K 8.53% 5
2023
Q3 		$9M Buy
131,488
+37,924
+41% +$2.68M 8.71% 5
2023
Q2 		$6.59M Sell
93,564
-7,934
-8% -$524K 6.31% 5
2023
Q1 		$6.48M Buy
101,498
+11,309
+13% +$691K 6.87% 5
2022
Q4 		$5.28M Buy
90,189
+30,320
+51% +$1.82M 6.08% 5
2022
Q3 		$3.46M Buy
59,869
+420
+0.7% +$27.3K 4.23% 7
2022
Q2 		$3.59M Buy
59,449
+4,231
+8% +$280K 4.17% 7
2022
Q1 		$4.22M Sell
55,218
-9,546
-15% -$717K 4.18% 6
2021
Q4 		$5.42M Buy
+64,764
New +$5.22M 5.52% 5

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

Horizon Family Wealth's IVW Position: Q1 2026 in Review

Horizon Family Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 1% in Q1 2026, selling an estimated $119K and leaving 98,028 shares worth $11.1M. The position accounts for 5.86% of the portfolio, ranked #5.

Horizon Family Wealth first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.3M in Q3 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Horizon Family Wealth held 98,028 shares of iShares S&P 500 Growth ETF worth $11.1M as of Q1 2026.
  • Horizon Family Wealth sold 988 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $119K.
  • iShares S&P 500 Growth ETF made up 5.86% of Horizon Family Wealth's portfolio in Q1 2026, its #5 holding.
  • Horizon Family Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Horizon Family Wealth's iShares S&P 500 Growth ETF position peaked at $12.3M in Q3 2025.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.