JSW
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Journey Strategic Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Journey Strategic Wealth’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 		$712K Buy
6,291
+24
+0.4% +$2.89K 0.02% 261
2025
Q4 		$772K Sell
6,267
-161
-3% -$19.7K 0.02% 220
2025
Q3 		$776K Sell
6,428
-542
-8% -$62.3K 0.02% 209
2025
Q2 		$767K Sell
6,970
-808
-10% -$80K 0.02% 209
2025
Q1 		$722K Buy
7,778
+322
+4% +$32.5K 0.03% 174
2024
Q4 		$757K Sell
7,456
-759
-9% -$75.7K 0.03% 160
2024
Q3 		$787K Buy
8,215
+1,851
+29% +$171K 0.03% 155
2024
Q2 		$589K Buy
6,364
+8
+0.1% +$690 0.03% 145
2024
Q1 		$537K Buy
+6,356
New +$511K 0.02% 129
2022
Q3 		– Sell
-4,400
Closed -$266K – 188
2022
Q2 		$266K Buy
+4,400
New +$291K 0.04% 86
2022
Q1 		– Sell
-4,400
Closed -$368K – 210
2021
Q4 		$368K Buy
+4,400
New +$354K 0.04% 103

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

Journey Strategic Wealth's IVW Position: Q1 2026 in Review

Journey Strategic Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 0.38% in Q1 2026, buying an estimated $2.89K and bringing the position to 6,291 shares worth $712K. The position accounts for 0.02% of the portfolio, ranked #261.

Journey Strategic Wealth first reported a position in IVW in Q4 2021 and has held it in 11 quarters since. The position peaked at $787K in Q3 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Journey Strategic Wealth held 6,291 shares of iShares S&P 500 Growth ETF worth $712K as of Q1 2026.
  • Journey Strategic Wealth bought 24 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $2.89K.
  • iShares S&P 500 Growth ETF made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #261 holding.
  • Journey Strategic Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 11 quarters since.
  • Journey Strategic Wealth's iShares S&P 500 Growth ETF position peaked at $787K in Q3 2024.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.