Independent Advisor Alliance’s iShares S&P 500 Growth ETF IVW Stock Holding History

Independent Advisor Alliance’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	$14.7M	Buy	130,003 +123,409	+1,872%	+$14.8M	0.16%	124
2025 Q4	$813K	Buy	6,594 +2,778	+73%	+$340K	0.02%	523
2025 Q3	$461K	Sell	3,816 -183	-5%	-$21K	0.01%	642
2025 Q2	$440K	Buy	+3,999	New	+$396K	0.01%	617
2025 Q1	–	Sell	-129,011	Closed	-$13.1M	–	1102
2024 Q4	$13.1M	Buy	+129,011	New	+$12.9M	0.17%	131
2021 Q1	–	Sell	-3,992	Closed	-$255K	–	624
2020 Q4	$255K	Sell	3,992 -11,256	-74%	-$682K	0.02%	463
2020 Q3	$215K	Buy	15,248 +8,748	+135%	+$495K	0.02%	442
2020 Q2	$366K	Buy	+6,500	New	+$312K	0.04%	332
2020 Q1	–	Sell	-292,248	Closed	-$14.1M	–	636
2019 Q4	$14.1M	Buy	+292,248	New	+$13.5M	0.62%	26
2017 Q2	–	Sell	-239,188	Closed	-$7.85M	–	319
2017 Q1	$7.85M	Buy	+239,188	New	+$7.67M	1.24%	13

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

Independent Advisor Alliance's IVW Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares S&P 500 Growth ETF (IVW) stake by 1,872% in Q1 2026, buying an estimated $14.8M and bringing the position to 130,003 shares worth $14.7M. The position accounts for 0.16% of the portfolio, ranked #124.

Independent Advisor Alliance first reported a position in IVW in Q1 2017 and has held it in 10 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Independent Advisor Alliance held 130,003 shares of iShares S&P 500 Growth ETF worth $14.7M as of Q1 2026.
Independent Advisor Alliance bought 123,409 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $14.8M.
iShares S&P 500 Growth ETF made up 0.16% of Independent Advisor Alliance's portfolio in Q1 2026, its #124 holding.
Independent Advisor Alliance first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 10 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.