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

Kiley Juergens 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	$927K	Buy	+8,194	New	+$985K	0.16%	95
2023 Q2	–	Sell	-10,013	Closed	-$640K	–	74
2023 Q1	$640K	Sell	10,013 -1,220	-11%	-$74.6K	0.24%	62
2022 Q4	$657K	Sell	11,233 -1,195	-10%	-$71.8K	0.28%	60
2022 Q3	$718K	Hold	12,428	–	–	0.34%	54
2022 Q2	$750K	Buy	+12,428	New	+$822K	0.36%	51
2022 Q1	–	Sell	-12,741	Closed	-$1.07M	–	60
2021 Q4	$1.07M	Sell	12,741 -635	-5%	-$51.2K	0.4%	46
2021 Q3	$988K	Hold	13,376	–	–	0.43%	42
2021 Q2	$972K	Hold	13,376	–	–	0.45%	41
2021 Q1	$870K	Buy	+13,376	New	+$865K	0.45%	41
2018 Q4	–	Sell	-1,544	Closed	-$68K	–	340
2018 Q3	$68K	Hold	1,544	–	–	0.05%	198
2018 Q2	$62K	Buy	+1,544	New	+$62K	0.06%	180
2018 Q1	–	Sell	-1,544	Closed	-$58K	–	339
2017 Q4	$58K	Buy	+1,544	New	+$57.7K	0.05%	185

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

Kiley Juergens Wealth Management's IVW Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q1 2026: 8,194 shares worth $927K. The stake represents 0.16% of the portfolio and ranks #95 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in IVW as recently as Q1 2023.

Kiley Juergens Wealth Management first reported a position in IVW in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2021. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Kiley Juergens Wealth Management held 8,194 shares of iShares S&P 500 Growth ETF worth $927K as of Q1 2026.
iShares S&P 500 Growth ETF was a new Kiley Juergens Wealth Management position in Q1 2026.
iShares S&P 500 Growth ETF made up 0.16% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #95 holding.
Kiley Juergens Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 12 quarters since.
Kiley Juergens Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.07M in Q4 2021.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.