Kaydan Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kaydan Wealth Management’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	$2.31M	Buy	20,458 +21	+0.1%	+$2.53K	0.77%	24
2025 Q4	$2.52M	Buy	20,437 +12	+0.1%	+$1.47K	0.73%	24
2025 Q3	$2.47M	Buy	20,425 +60	+0.3%	+$6.9K	0.7%	28
2025 Q2	$2.24M	Buy	20,365 +34	+0.2%	+$3.37K	0.73%	26
2025 Q1	$1.89M	Buy	20,331 +2	+0%	+$202	0.61%	28
2024 Q4	$2.06M	Buy	20,329 +51	+0.3%	+$5.09K	0.69%	24
2024 Q3	$1.94M	Buy	20,278 +280	+1%	+$25.9K	0.57%	26
2024 Q2	$1.85M	Sell	19,998 -143	-0.7%	-$12.3K	0.66%	25
2024 Q1	$1.7M	Buy	20,141 +247	+1%	+$19.8K	0.58%	25
2023 Q4	$1.49M	Sell	19,894 -170	-0.8%	-$12.1K	0.61%	27
2023 Q3	$1.37M	Sell	20,064 -468	-2%	-$33.1K	0.55%	25
2023 Q2	$1.45M	Sell	20,532 -323	-2%	-$21.4K	0.61%	23
2023 Q1	$1.33M	Hold	20,855	–	–	0.55%	22
2022 Q4	$1.22M	Sell	20,855 -516	-2%	-$31K	0.49%	25
2022 Q3	$1.24M	Sell	21,371 -173	-0.8%	-$11.2K	0.68%	21
2022 Q2	$1.3M	Sell	21,544 -959	-4%	-$63.5K	0.72%	19
2022 Q1	$1.72M	Buy	22,503 +179	+0.8%	+$13.4K	0.76%	23
2021 Q4	$1.87M	Buy	+22,324	New	+$1.8M	0.71%	23

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

Kaydan Wealth Management's IVW Position: Q1 2026 in Review

Kaydan Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.1% in Q1 2026, buying an estimated $2.53K and bringing the position to 20,458 shares worth $2.31M. The position accounts for 0.77% of the portfolio, ranked #24.

Kaydan Wealth Management first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.52M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Kaydan Wealth Management held 20,458 shares of iShares S&P 500 Growth ETF worth $2.31M as of Q1 2026.
Kaydan Wealth Management bought 21 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $2.53K.
iShares S&P 500 Growth ETF made up 0.77% of Kaydan Wealth Management's portfolio in Q1 2026, its #24 holding.
Kaydan Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Kaydan Wealth Management's iShares S&P 500 Growth ETF position peaked at $2.52M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.