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

Keebeck 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	$12.8M	Sell	113,101 -1,607	-1%	-$193K	1.44%	13
2025 Q4	$14.1M	Buy	114,708 +1,763	+2%	+$216K	1.63%	11
2025 Q3	$13.6M	Sell	112,945 -17,824	-14%	-$2.05M	1.61%	11
2025 Q2	$14.4M	Sell	130,769 -20,486	-14%	-$2.03M	1.88%	10
2025 Q1	$14M	Buy	151,255 +21,807	+17%	+$2.2M	2.07%	9
2024 Q4	$13.1M	Sell	129,448 -4,998	-4%	-$499K	1.89%	11
2024 Q3	$12.9M	Sell	134,446 -5,141	-4%	-$475K	1.86%	10
2024 Q2	$12.9M	Buy	139,587 +38,654	+38%	+$3.33M	1.89%	8
2024 Q1	$8.52M	Buy	100,933 +41,050	+69%	+$3.3M	1.25%	15
2023 Q4	$4.5M	Buy	59,883 +16,120	+37%	+$1.15M	0.74%	32
2023 Q3	$3M	Buy	43,763 +38,757	+774%	+$2.74M	0.52%	57
2023 Q2	$353K	Buy	+5,006	New	+$331K	0.05%	204
2022 Q4	–	Sell	-8,783	Closed	-$508K	–	241
2022 Q3	$508K	Buy	8,783 +4,380	+99%	+$285K	0.1%	148
2022 Q2	$266K	Buy	+4,403	New	+$291K	0.05%	200
2021 Q3	–	Sell	-3,365	Closed	-$245K	–	232
2021 Q2	$245K	Buy	+3,365	New	+$233K	0.04%	217
2020 Q3	–	Sell	-304	Closed	-$15K	–	275
2020 Q2	$15K	Buy	+304	New	+$14.6K	﹤0.01%	287
2020 Q1	–	Sell	-304	Closed	-$14K	–	246
2019 Q4	$14K	Buy	+304	New	+$14.1K	﹤0.01%	283

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

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

Keebeck Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.4% in Q1 2026, selling an estimated $193K and leaving 113,101 shares worth $12.8M. The position accounts for 1.44% of the portfolio, ranked #13.

Keebeck Wealth Management first reported a position in IVW in Q4 2019 and has held it in 17 quarters since. The position peaked at $14.4M in Q2 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Keebeck Wealth Management held 113,101 shares of iShares S&P 500 Growth ETF worth $12.8M as of Q1 2026.
Keebeck Wealth Management sold 1,607 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $193K.
iShares S&P 500 Growth ETF made up 1.44% of Keebeck Wealth Management's portfolio in Q1 2026, its #13 holding.
Keebeck Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 17 quarters since.
Keebeck Wealth Management's iShares S&P 500 Growth ETF position peaked at $14.4M in Q2 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.