JDM Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

JDM Financial 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	$113K	Hold	996	–	–	0.04%	75
2025 Q4	$123K	Hold	996	–	–	0.05%	75
2025 Q3	$120K	Hold	996	–	–	0.05%	69
2025 Q2	$110K	Hold	996	–	–	0.05%	62
2025 Q1	$92.5K	Hold	996	–	–	0.05%	65
2024 Q4	$101K	Sell	996 -304	-23%	-$30.3K	0.05%	61
2024 Q3	$124K	Hold	1,300	–	–	0.07%	56
2024 Q2	$120K	Hold	1,300	–	–	0.08%	54
2024 Q1	$110K	Hold	1,300	–	–	0.08%	48
2023 Q4	$97.6K	Hold	1,300	–	–	0.08%	48
2023 Q3	$88.9K	Hold	1,300	–	–	0.08%	48
2023 Q2	$91.6K	Hold	1,300	–	–	0.08%	50
2023 Q1	$83.1K	Hold	1,300	–	–	0.08%	51
2022 Q4	$76K	Buy	+1,300	New	+$78.1K	0.07%	53

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

JDM Financial Group's IVW Position: Q1 2026 in Review

JDM Financial Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 996 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #75.

JDM Financial Group first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. The position peaked at $124K in Q3 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

JDM Financial Group held 996 shares of iShares S&P 500 Growth ETF worth $113K as of Q1 2026.
JDM Financial Group left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.04% of JDM Financial Group's portfolio in Q1 2026, its #75 holding.
JDM Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
JDM Financial Group's iShares S&P 500 Growth ETF position peaked at $124K in Q3 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.