Ingalls & Snyder LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ingalls & Snyder LLC’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	$386K	Hold	3,409	–	–	0.01%	334
2025 Q4	$420K	Hold	3,409	–	–	0.02%	319
2025 Q3	$412K	Hold	3,409	–	–	0.01%	322
2025 Q2	$375K	Hold	3,409	–	–	0.01%	326
2025 Q1	$316K	Sell	3,409 -100	-3%	-$10.1K	0.01%	359
2024 Q4	$356K	Buy	3,509 +1,410	+67%	+$141K	0.01%	336
2024 Q3	$201K	Buy	+2,099	New	+$194K	0.01%	421

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

Ingalls & Snyder LLC's IVW Position: Q1 2026 in Review

Ingalls & Snyder LLC held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 3,409 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #334.

Ingalls & Snyder LLC first reported a position in IVW in Q3 2024 and has held it in 7 quarters since. The position peaked at $420K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Ingalls & Snyder LLC held 3,409 shares of iShares S&P 500 Growth ETF worth $386K as of Q1 2026.
Ingalls & Snyder LLC left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.01% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #334 holding.
Ingalls & Snyder LLC first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Ingalls & Snyder LLC's iShares S&P 500 Growth ETF position peaked at $420K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.