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

Horizon Investments’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	$231K	Buy	2,044 +923	+82%	+$111K	﹤0.01%	962
2025 Q4	$138K	Buy	+1,121	New	+$137K	﹤0.01%	1016
2017 Q3	–	Sell	-5,684,664	Closed	-$193M	–	181
2017 Q2	$193M	Sell	5,684,664 -380,396	-6%	-$12.9M	11.47%	1
2017 Q1	$199M	Sell	6,065,060 -1,945,456	-24%	-$62.4M	13.22%	1
2016 Q4	$244M	Buy	8,010,516 +4,033,972	+101%	+$122M	16.81%	2
2016 Q3	$121M	Buy	3,976,544 +740,288	+23%	+$22.4M	8.29%	2
2016 Q2	$94.3M	Sell	3,236,256 -1,994,028	-38%	-$57.9M	7.07%	6
2016 Q1	$152M	Sell	5,230,284 -846,212	-14%	-$23.3M	12.16%	2
2015 Q4	$176M	Buy	6,076,496 +3,772,608	+164%	+$110M	13.82%	2
2015 Q3	$62.1M	Buy	+2,303,888	New	+$65.5M	5.74%	7
2015 Q2	–	Sell	-2,403,344	Closed	-$68.5M	–	118
2015 Q1	$68.5M	Sell	2,403,344 -2,190,160	-48%	-$62.2M	6.49%	5
2014 Q4	$128M	Buy	4,593,504 +1,168,156	+34%	+$31.9M	13%	3
2014 Q3	$91.5M	Buy	+3,425,348	New	+$91.3M	9.54%	3

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

Horizon Investments's IVW Position: Q1 2026 in Review

Horizon Investments increased its iShares S&P 500 Growth ETF (IVW) stake by 82% in Q1 2026, buying an estimated $111K and bringing the position to 2,044 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Horizon Investments first reported a position in IVW in Q3 2014 and has held it in 13 quarters since. The position peaked at $244M in Q4 2016. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Horizon Investments held 2,044 shares of iShares S&P 500 Growth ETF worth $231K as of Q1 2026.
Horizon Investments bought 923 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $111K.
iShares S&P 500 Growth ETF made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #962 holding.
Horizon Investments first reported a position in iShares S&P 500 Growth ETF in Q3 2014 and has held it in 13 quarters since.
Horizon Investments's iShares S&P 500 Growth ETF position peaked at $244M in Q4 2016.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.