Janney Montgomery Scott
IVW icon

Janney Montgomery Scott’s iShares S&P 500 Growth ETF IVW Stock Holding History

Janney Montgomery Scott’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 		$273M Buy
2,416,574
+211,952
+10% +$25.5M 0.68% 21
2025
Q4 		$272M Buy
2,204,622
+52,870
+2% +$6.47M 0.62% 26
2025
Q3 		$260M Sell
2,151,752
-92,503
-4% -$10.6M 0.62% 26
2025
Q2 		$247M Sell
2,244,255
-133,105
-6% -$13.2M 0.65% 24
2025
Q1 		$221M Buy
2,377,360
+70,973
+3% +$7.16M 0.63% 29
2024
Q4 		$234M Sell
2,306,387
-57,807
-2% -$5.77M 0.65% 24
2024
Q3 		$226M Sell
2,364,194
-173,884
-7% -$16.1M 0.63% 29
2024
Q2 		$235M Buy
2,538,078
+867,674
+52% +$74.8M 0.72% 20
2024
Q1 		$141M Buy
1,670,404
+802,869
+93% +$64.5M 0.42% 49
2023
Q4 		$65.2M Buy
867,535
+9,789
+1% +$697K 0.21% 96
2023
Q3 		$58.7M Buy
857,746
+531,101
+163% +$37.6M 0.22% 95
2023
Q2 		$23M Sell
326,645
-1,403
-0.4% -$92.7K 0.08% 232
2023
Q1 		$21M Sell
328,048
-18,194
-5% -$1.11M 0.09% 219
2022
Q4 		$20.3M Buy
346,242
+29,889
+9% +$1.79M 0.08% 238
2022
Q3 		$18.3M Buy
316,353
+1,805
+0.6% +$117K 0.08% 237
2022
Q2 		$19.2M Sell
314,548
-16,524
-5% -$1.09M 0.09% 223
2022
Q1 		$25.3M Sell
331,072
-3,659
-1% -$275K 0.11% 193
2021
Q4 		$28M Buy
334,731
+28,177
+9% +$2.27M 0.11% 186
2021
Q3 		$22.7M Buy
306,554
+20,296
+7% +$1.55M 0.1% 199
2021
Q2 		$20.8M Sell
286,258
-7,276
-2% -$504K 0.09% 203
2021
Q1 		$19.1M Sell
293,534
-29,107
-9% -$1.88M 0.09% 201
2020
Q4 		$20.6M Sell
322,641
-6,215
-2% -$377K 0.1% 200
2020
Q3 		$19M Sell
328,856
-220,564
-40% -$12.5M 0.11% 188
2020
Q2 		$28.5M Sell
549,420
-169,456
-24% -$8.12M 0.18% 133
2020
Q1 		$29.7M Buy
718,876
+192,772
+37% +$9.12M 0.23% 106
2019
Q4 		$25.5M Buy
526,104
+17,588
+3% +$815K 0.17% 145
2019
Q3 		$22.9M Buy
508,516
+19,348
+4% +$875K 0.17% 146
2019
Q2 		$21.9M Buy
489,168
+7,120
+1% +$313K 0.17% 142
2019
Q1 		$20.8M Sell
482,048
-426,652
-47% -$17.5M 0.17% 140
2018
Q4 		$34.2M Sell
908,700
-19,528
-2% -$790K 0.33% 72
2018
Q3 		$41.1M Buy
928,228
+33,624
+4% +$1.45M 0.35% 63
2018
Q2 		$36.4M Buy
894,604
+170,256
+24% +$6.84M 0.35% 65
2018
Q1 		$28.1M Buy
724,348
+19,708
+3% +$786K 0.28% 88
2017
Q4 		$26.9M Sell
704,640
-89,724
-11% -$3.35M 0.28% 85
2017
Q3 		$28.5M Buy
794,364
+320,404
+68% +$11.3M 0.32% 76
2017
Q2 		$16.2M Sell
473,960
-60,600
-11% -$2.05M 0.2% 112
2017
Q1 		$17.6M Sell
534,560
-864,828
-62% -$27.7M 0.23% 94
2016
Q4 		$42.6M Buy
1,399,388
+548,928
+65% +$16.6M 0.64% 29
2016
Q3 		$25.9M Sell
850,460
-496,004
-37% -$15M 0.46% 49
2016
Q2 		$39.2M Buy
1,346,464
+1,020,396
+313% +$29.6M 0.8% 28
2016
Q1 		$9.45M Buy
326,068
+139,724
+75% +$3.84M 0.25% 95
2015
Q4 		$5.39M Buy
186,344
+53,908
+41% +$1.57M 0.14% 174
2015
Q3 		$3.57M Buy
132,436
+1,508
+1% +$42.9K 0.1% 230
2015
Q2 		$3.73M Buy
130,928
+20,764
+19% +$602K 0.08% 316
2015
Q1 		$3.14M Sell
110,164
-10,740
-9% -$305K 0.06% 398
2014
Q4 		$3.37M Buy
120,904
+5,600
+5% +$153K 0.07% 364
2014
Q3 		$3.08M Sell
115,304
-2,612
-2% -$69.6K 0.06% 380
2014
Q2 		$3.1M Buy
117,916
+5,840
+5% +$148K 0.07% 357
2014
Q1 		$2.8M Buy
112,076
+17,408
+18% +$430K 0.07% 364
2013
Q4 		$2.34M Buy
94,668
+4,768
+5% +$112K 0.06% 376
2013
Q3 		$2.01M Buy
+89,900
New +$1.98M 0.06% 380

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

Janney Montgomery Scott's IVW Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares S&P 500 Growth ETF (IVW) stake by 9.6% in Q1 2026, buying an estimated $25.5M and bringing the position to 2,416,574 shares worth $273M. The position accounts for 0.68% of the portfolio, ranked #21.

Janney Montgomery Scott first reported a position in IVW in Q3 2013 and has held it in 51 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Janney Montgomery Scott held 2,416,574 shares of iShares S&P 500 Growth ETF worth $273M as of Q1 2026.
  • Janney Montgomery Scott bought 211,952 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $25.5M.
  • iShares S&P 500 Growth ETF made up 0.68% of Janney Montgomery Scott's portfolio in Q1 2026, its #21 holding.
  • Janney Montgomery Scott first reported a position in iShares S&P 500 Growth ETF in Q3 2013 and has held it in 51 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.