Impact Partnership Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Impact Partnership 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	$540K	Buy	4,778 +1,713	+56%	+$206K	0.07%	191
2025 Q4	$378K	Buy	3,065 +1,158	+61%	+$142K	0.05%	244
2025 Q3	$230K	Buy	+1,907	New	+$219K	0.03%	269
2024 Q1	–	Sell	-28	Closed	-$2.1K	–	788
2023 Q4	$2.1K	Sell	28 -155	-85%	-$11K	﹤0.01%	685
2023 Q3	$12.5K	Sell	183 -35	-16%	-$2.48K	﹤0.01%	556
2023 Q2	$15.4K	Buy	+218	New	+$14.4K	0.01%	377

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

Impact Partnership Wealth's IVW Position: Q1 2026 in Review

Impact Partnership Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 56% in Q1 2026, buying an estimated $206K and bringing the position to 4,778 shares worth $540K. The position accounts for 0.07% of the portfolio, ranked #191.

Impact Partnership Wealth first reported a position in IVW in Q2 2023 and has held it in 6 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Impact Partnership Wealth held 4,778 shares of iShares S&P 500 Growth ETF worth $540K as of Q1 2026.
Impact Partnership Wealth bought 1,713 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $206K.
iShares S&P 500 Growth ETF made up 0.07% of Impact Partnership Wealth's portfolio in Q1 2026, its #191 holding.
Impact Partnership Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 6 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.