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Investment Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Investment Advisory Group’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 		$10.1M Buy
89,253
+3,330
+4% +$400K 2.57% 7
2025
Q4 		$10.6M Buy
85,923
+2,964
+4% +$363K 2.72% 7
2025
Q3 		$10M Buy
82,959
+4,325
+6% +$497K 2.72% 7
2025
Q2 		$8.66M Buy
78,634
+3,209
+4% +$318K 2.62% 7
2025
Q1 		$7M Buy
75,425
+909
+1% +$91.6K 2.34% 8
2024
Q4 		$7.57M Buy
74,516
+9,019
+14% +$900K 2.53% 8
2024
Q3 		$6.27M Buy
65,497
+3,074
+5% +$284K 2.18% 10
2024
Q2 		$5.78M Buy
62,423
+2,415
+4% +$208K 2.23% 9
2024
Q1 		$5.07M Buy
60,008
+3,264
+6% +$262K 2.1% 11
2023
Q4 		$4.26M Buy
56,744
+2,707
+5% +$193K 1.96% 13
2023
Q3 		$3.7M Buy
54,037
+551
+1% +$39K 1.92% 13
2023
Q2 		$3.77M Buy
53,486
+608
+1% +$40.2K 1.93% 12
2023
Q1 		$3.38M Buy
52,878
+2,010
+4% +$123K 1.94% 14
2022
Q4 		$2.98M Buy
50,868
+319
+0.6% +$19.2K 1.83% 15
2022
Q3 		$2.92M Buy
50,549
+189
+0.4% +$12.3K 2.03% 13
2022
Q2 		$3.04M Sell
50,360
-334
-0.7% -$22.1K 2.07% 12
2022
Q1 		$3.88M Sell
50,694
-53
-0.1% -$3.98K 2.35% 11
2021
Q4 		$3.85M Buy
+50,747
New +$4.09M 2.46% 11

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Investment Advisory Group's IVW Position: Q1 2026 in Review

Investment Advisory Group increased its iShares S&P 500 Growth ETF (IVW) stake by 3.9% in Q1 2026, buying an estimated $400K and bringing the position to 89,253 shares worth $10.1M. The position accounts for 2.57% of the portfolio, ranked #7.

Investment Advisory Group first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.6M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Investment Advisory Group held 89,253 shares of iShares S&P 500 Growth ETF worth $10.1M as of Q1 2026.
  • Investment Advisory Group bought 3,330 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $400K.
  • iShares S&P 500 Growth ETF made up 2.57% of Investment Advisory Group's portfolio in Q1 2026, its #7 holding.
  • Investment Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Investment Advisory Group's iShares S&P 500 Growth ETF position peaked at $10.6M in Q4 2025.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.