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

Horizon Wealth Management’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	$525K	Sell	4,638 -24	-0.5%	-$2.89K	0.08%	82
2025 Q4	$575K	Buy	4,662 +1	+0%	+$122	0.09%	68
2025 Q3	$563K	Buy	4,661 +1	+0%	+$115	0.08%	70
2025 Q2	$513K	Buy	4,660 +24	+0.5%	+$2.38K	0.09%	60
2025 Q1	$430K	Buy	4,636 +1	+0%	+$101	0.07%	60
2024 Q4	$471K	Buy	+4,635	New	+$462K	0.08%	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

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

Horizon Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.51% in Q1 2026, selling an estimated $2.89K and leaving 4,638 shares worth $525K. The position accounts for 0.08% of the portfolio, ranked #82.

Horizon Wealth Management first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $575K in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Horizon Wealth Management held 4,638 shares of iShares S&P 500 Growth ETF worth $525K as of Q1 2026.
Horizon Wealth Management sold 24 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $2.89K.
iShares S&P 500 Growth ETF made up 0.08% of Horizon Wealth Management's portfolio in Q1 2026, its #82 holding.
Horizon Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Horizon Wealth Management's iShares S&P 500 Growth ETF position peaked at $575K in Q4 2025.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.