KFA Private Wealth Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

KFA Private Wealth Group’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	$1.05M	Buy	9,299 +196	+2%	+$23.6K	0.25%	48
2025 Q4	$1.12M	Buy	9,103 +1,681	+23%	+$206K	0.27%	44
2025 Q3	$896K	Buy	7,422 +1,325	+22%	+$152K	0.26%	48
2025 Q2	$671K	Buy	+6,097	New	+$603K	0.21%	59
2024 Q2	–	Sell	-9,437	Closed	-$797K	–	89
2024 Q1	$797K	Buy	9,437 +380	+4%	+$30.5K	0.25%	42
2023 Q4	$680K	Buy	9,057 +28	+0.3%	+$1.99K	0.24%	38
2023 Q3	$618K	Hold	9,029	–	–	0.26%	38
2023 Q2	$636K	Buy	9,029 +9	+0.1%	+$595	0.26%	38
2023 Q1	$576K	Sell	9,020 -1,222	-12%	-$74.7K	0.26%	36
2022 Q4	$599K	Buy	+10,242	New	+$615K	0.31%	33

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

KFA Private Wealth Group's IVW Position: Q1 2026 in Review

KFA Private Wealth Group increased its iShares S&P 500 Growth ETF (IVW) stake by 2.2% in Q1 2026, buying an estimated $23.6K and bringing the position to 9,299 shares worth $1.05M. The position accounts for 0.25% of the portfolio, ranked #48.

KFA Private Wealth Group first reported a position in IVW in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

KFA Private Wealth Group held 9,299 shares of iShares S&P 500 Growth ETF worth $1.05M as of Q1 2026.
KFA Private Wealth Group bought 196 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $23.6K.
iShares S&P 500 Growth ETF made up 0.25% of KFA Private Wealth Group's portfolio in Q1 2026, its #48 holding.
KFA Private Wealth Group first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 10 quarters since.
KFA Private Wealth Group's iShares S&P 500 Growth ETF position peaked at $1.12M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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