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J.M. Arbour’s iShares S&P 500 Growth ETF IVW Stock Holding History

J.M. Arbour’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 		$3.03M Buy
26,790
+1,672
+7% +$201K 2.91% 4
2025
Q4 		$3.1M Buy
+25,118
New +$3.07M 3.09% 5

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return

J.M. Arbour's IVW Position: Q1 2026 in Review

J.M. Arbour increased its iShares S&P 500 Growth ETF (IVW) stake by 6.7% in Q1 2026, buying an estimated $201K and bringing the position to 26,790 shares worth $3.03M. The position accounts for 2.91% of the portfolio, ranked #4.

J.M. Arbour first reported a position in IVW in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.1M in Q4 2025. 2,045 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • J.M. Arbour held 26,790 shares of iShares S&P 500 Growth ETF worth $3.03M as of Q1 2026.
  • J.M. Arbour bought 1,672 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $201K.
  • iShares S&P 500 Growth ETF made up 2.91% of J.M. Arbour's portfolio in Q1 2026, its #4 holding.
  • J.M. Arbour first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • J.M. Arbour's iShares S&P 500 Growth ETF position peaked at $3.1M in Q4 2025.
  • 2,045 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on J.M. Arbour's 13F filing for Q1 2026, filed 21 Apr 2026.