Jim Saulnier & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Jim Saulnier & Associates’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	$463K	Buy	4,097 +4	+0.1%	+$481	0.23%	84
2025 Q4	$505K	Buy	4,093 +4	+0.1%	+$490	0.26%	80
2025 Q3	$494K	Buy	4,089 +5	+0.1%	+$575	0.28%	74
2025 Q2	$450K	Buy	4,084 +16	+0.4%	+$1.58K	0.31%	67
2025 Q1	$378K	Buy	4,068 +19	+0.5%	+$1.92K	0.29%	67
2024 Q4	$411K	Buy	4,049 +5	+0.1%	+$499	0.35%	54
2024 Q3	$387K	Buy	+4,044	New	+$373K	0.38%	52

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

Jim Saulnier & Associates's IVW Position: Q1 2026 in Review

Jim Saulnier & Associates increased its iShares S&P 500 Growth ETF (IVW) stake by 0.1% in Q1 2026, buying an estimated $481 and bringing the position to 4,097 shares worth $463K. The position accounts for 0.23% of the portfolio, ranked #84.

Jim Saulnier & Associates first reported a position in IVW in Q3 2024 and has held it in 7 quarters since. The position peaked at $505K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Jim Saulnier & Associates held 4,097 shares of iShares S&P 500 Growth ETF worth $463K as of Q1 2026.
Jim Saulnier & Associates bought 4 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $481.
iShares S&P 500 Growth ETF made up 0.23% of Jim Saulnier & Associates's portfolio in Q1 2026, its #84 holding.
Jim Saulnier & Associates first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Jim Saulnier & Associates's iShares S&P 500 Growth ETF position peaked at $505K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.