JF
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JSF Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

JSF Financial’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 		$248K Buy
2,193
+1
+0% +$120 0.05% 112
2025
Q4 		$270K Buy
2,192
+1
+0% +$122 0.06% 111
2025
Q3 		$264K Buy
2,191
+1
+0% +$115 0.06% 106
2025
Q2 		$241K Buy
2,190
+1
+0% +$99 0.06% 111
2025
Q1 		$203K Buy
2,189
+1
+0% +$101 0.05% 118
2024
Q4 		$222K Sell
2,188
-93
-4% -$9.28K 0.06% 114
2024
Q3 		$218K Sell
2,281
-26
-1% -$2.4K 0.06% 104
2024
Q2 		$213K Sell
2,307
-71
-3% -$6.12K 0.07% 107
2024
Q1 		$201K Buy
+2,378
New +$191K 0.06% 107
2022
Q2 		– Sell
-3,847
Closed -$294K – 110
2022
Q1 		$294K Hold
3,847
– – 0.13% 85
2021
Q4 		$322K Hold
3,847
– – 0.16% 77
2021
Q3 		$284K Hold
3,847
– – 0.14% 91
2021
Q2 		$280K Hold
3,847
– – 0.17% 77
2021
Q1 		$250K Sell
3,847
-1,422
-27% -$91.9K 0.16% 72
2020
Q4 		$336K Sell
5,269
-1,003
-16% -$60.8K 0.23% 47
2020
Q3 		$362K Sell
6,272
-4,396
-41% -$249K 0.28% 42
2020
Q2 		$553K Sell
10,668
-3,332
-24% -$160K 0.48% 26
2020
Q1 		$578K Sell
14,000
-1,136
-8% -$53.7K 0.59% 27
2019
Q4 		$733K Sell
15,136
-3,508
-19% -$163K 0.72% 23
2019
Q3 		$839K Sell
18,644
-2,144
-10% -$97K 0.91% 16
2019
Q2 		$932K Sell
20,788
-1,888
-8% -$83K 1.01% 17
2019
Q1 		$977K Sell
22,676
-6,732
-23% -$276K 1.08% 15
2018
Q4 		$1.11M Buy
+29,408
New +$1.19M 1.13% 15

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

JSF Financial's IVW Position: Q1 2026 in Review

JSF Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 0.05% in Q1 2026, buying an estimated $120 and bringing the position to 2,193 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #112.

JSF Financial first reported a position in IVW in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.11M in Q4 2018. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • JSF Financial held 2,193 shares of iShares S&P 500 Growth ETF worth $248K as of Q1 2026.
  • JSF Financial bought 1 iShares S&P 500 Growth ETF share in Q1 2026, an estimated $120.
  • iShares S&P 500 Growth ETF made up 0.05% of JSF Financial's portfolio in Q1 2026, its #112 holding.
  • JSF Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 23 quarters since.
  • JSF Financial's iShares S&P 500 Growth ETF position peaked at $1.11M in Q4 2018.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.