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Kestra Private Wealth Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kestra Private Wealth Services’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 		$30.6M Buy
270,711
+20,171
+8% +$2.43M 0.38% 46
2025
Q4 		$30.9M Buy
250,540
+7,147
+3% +$875K 0.38% 43
2025
Q3 		$29.4M Buy
243,393
+14,743
+6% +$1.7M 0.38% 44
2025
Q2 		$25.2M Buy
228,650
+3,755
+2% +$372K 0.36% 49
2025
Q1 		$20.9M Buy
224,895
+51,839
+30% +$5.23M 0.35% 56
2024
Q4 		$17.6M Buy
173,056
+17,689
+11% +$1.76M 0.3% 65
2024
Q3 		$14.9M Buy
155,367
+23,538
+18% +$2.17M 0.27% 78
2024
Q2 		$12.2M Buy
131,829
+22,726
+21% +$1.96M 0.24% 90
2024
Q1 		$9.21M Buy
109,103
+25,711
+31% +$2.07M 0.21% 118
2023
Q4 		$6.26M Sell
83,392
-733
-0.9% -$52.2K 0.16% 160
2023
Q3 		$5.76M Buy
84,125
+26,683
+46% +$1.89M 0.18% 137
2023
Q2 		$4.05M Buy
57,442
+3,523
+7% +$233K 0.14% 166
2023
Q1 		$3.44M Buy
53,919
+7,621
+16% +$466K 0.14% 169
2022
Q4 		$2.71M Sell
46,298
-26,064
-36% -$1.57M 0.14% 168
2022
Q3 		$4.19M Buy
72,362
+6,421
+10% +$417K 0.24% 104
2022
Q2 		$3.98M Buy
65,941
+19,909
+43% +$1.32M 0.23% 115
2022
Q1 		$3.52M Sell
46,032
-9,729
-17% -$731K 0.17% 138
2021
Q4 		$4.67M Buy
55,761
+17,096
+44% +$1.38M 0.22% 112
2021
Q3 		$2.86M Sell
38,665
-451
-1% -$34.4K 0.16% 147
2021
Q2 		$2.85M Sell
39,116
-8,681
-18% -$601K 0.17% 135
2021
Q1 		$3.11M Sell
47,797
-32,235
-40% -$2.08M 0.22% 113
2020
Q4 		$5.09M Buy
80,032
+1,084
+1% +$65.7K 0.37% 64
2020
Q3 		$4.56M Buy
+78,948
New +$4.47M 0.4% 64

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

Kestra Private Wealth Services's IVW Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares S&P 500 Growth ETF (IVW) stake by 8.1% in Q1 2026, buying an estimated $2.43M and bringing the position to 270,711 shares worth $30.6M. The position accounts for 0.38% of the portfolio, ranked #46.

Kestra Private Wealth Services first reported a position in IVW in Q3 2020 and has held it in 23 quarters since. The position peaked at $30.9M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Kestra Private Wealth Services held 270,711 shares of iShares S&P 500 Growth ETF worth $30.6M as of Q1 2026.
  • Kestra Private Wealth Services bought 20,171 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $2.43M.
  • iShares S&P 500 Growth ETF made up 0.38% of Kestra Private Wealth Services's portfolio in Q1 2026, its #46 holding.
  • Kestra Private Wealth Services first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's iShares S&P 500 Growth ETF position peaked at $30.9M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.