JWCA
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J.W. Cole Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

J.W. Cole Advisors’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 		– Sell
-315,588
Closed -$33.5M – 1119
2025
Q4 		$33.5M Buy
315,588
+12,527
+4% +$1.53M 0.81% 14
2025
Q3 		$36.6M Buy
303,061
+14,634
+5% +$1.68M 0.7% 19
2025
Q2 		$31.8M Buy
288,427
+50,225
+21% +$4.97M 0.68% 20
2025
Q1 		$22.1M Sell
238,202
-9,172
-4% -$925K 0.69% 16
2024
Q4 		$25.1M Sell
247,374
-4,679
-2% -$467K 1.01% 11
2024
Q3 		$24.1M Buy
252,053
+5,187
+2% +$479K 1.01% 14
2024
Q2 		$22.8M Sell
246,866
-1,734
-0.7% -$149K 1.07% 12
2024
Q1 		$21M Buy
248,600
+8,801
+4% +$707K 1.06% 12
2023
Q4 		$18M Buy
239,799
+10,223
+4% +$728K 1.05% 10
2023
Q3 		$15.7M Buy
229,576
+8,418
+4% +$596K 1.16% 10
2023
Q2 		$15.6M Buy
221,158
+2,661
+1% +$176K 1.11% 8
2023
Q1 		$14M Sell
218,497
-4,778
-2% -$292K 0.99% 8
2022
Q4 		$13.1M Sell
223,275
-21,285
-9% -$1.28M 1% 9
2022
Q3 		$14.1M Sell
244,560
-12,461
-5% -$810K 1.18% 8
2022
Q2 		$15.5M Buy
257,021
+3,537
+1% +$234K 1.24% 7
2022
Q1 		$19.4M Buy
253,484
+7,749
+3% +$582K 1.3% 7
2021
Q4 		$20.6M Buy
+245,735
New +$19.8M 1.34% 7
2021
Q3 		– Sell
-171,971
Closed -$12.5M – 610
2021
Q2 		$12.5M Buy
171,971
+143,719
+509% +$9.95M 0.98% 11
2021
Q1 		$1.84M Sell
28,252
-672
-2% -$43.4K 0.18% 137
2020
Q4 		$1.85M Sell
28,924
-45,000
-61% -$2.73M 0.19% 126
2020
Q3 		$4.27M Buy
73,924
+27,804
+60% +$1.57M 0.33% 70
2020
Q2 		$2.39M Buy
+46,120
New +$2.21M 0.36% 80
2020
Q1 		– Sell
-47,724
Closed -$2.31M – 307
2019
Q4 		$2.31M Buy
+47,724
New +$2.21M 0.29% 93

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

J.W. Cole Advisors's IVW Position: Q1 2026 in Review

J.W. Cole Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 315,588 shares — an estimated $33.5M sold.

J.W. Cole Advisors first reported a position in IVW in Q4 2019 and held it in 23 quarters. The position peaked at $36.6M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • J.W. Cole Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 315,588 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $33.5M.
  • J.W. Cole Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 23 quarters.
  • J.W. Cole Advisors's iShares S&P 500 Growth ETF position peaked at $36.6M in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.