IIM
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IFC & Insurance Marketing’s iShares S&P 500 Growth ETF IVW Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-428
Closed -$53K – 366
2025
Q4 		$53K Buy
+428
New +$52.4K 0.05% 160

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

IFC & Insurance Marketing's IVW Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 428 shares — an estimated $53K sold.

IFC & Insurance Marketing first reported a position in IVW in Q4 2025 and held it in 1 quarter. The position peaked at $53K in Q4 2025. 2,049 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 428 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $53K.
  • IFC & Insurance Marketing first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares S&P 500 Growth ETF position peaked at $53K in Q4 2025.
  • 2,049 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.