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

Imprint 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	$217K	Hold	1,917	–	–	0.99%	28
2025 Q4	$236K	Sell	1,917 -4,451	-70%	-$545K	1.1%	25
2025 Q3	$769K	Buy	+6,368	New	+$732K	2.46%	13
2024 Q1	$921K	Buy	10,890 +4,356	+67%	+$350K	0.22%	98
2023 Q4	$491K	Buy	6,534 +462	+8%	+$32.9K	0.39%	81
2023 Q3	$417K	Sell	6,072 -1,207	-17%	-$85.4K	0.35%	86
2023 Q2	$513K	Sell	7,279 -1,029	-12%	-$68K	0.32%	84
2023 Q1	$531K	Buy	+8,308	New	+$508K	0.35%	82

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

Imprint Wealth's IVW Position: Q1 2026 in Review

Imprint Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 1,917 shares worth $217K. The position accounts for 0.99% of the portfolio, ranked #28.

Imprint Wealth first reported a position in IVW in Q1 2023 and has held it in 8 quarters since. The position peaked at $921K in Q1 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Imprint Wealth held 1,917 shares of iShares S&P 500 Growth ETF worth $217K as of Q1 2026.
Imprint Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.99% of Imprint Wealth's portfolio in Q1 2026, its #28 holding.
Imprint Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 8 quarters since.
Imprint Wealth's iShares S&P 500 Growth ETF position peaked at $921K in Q1 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Imprint Wealth's 13F filing for Q1 2026, filed 15 May 2026.