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Kuhn & Co Investment Counsel’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kuhn & Co Investment Counsel’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 		$232K Hold
2,055
– – 0.15% 130
2025
Q4 		$253K Buy
+2,055
New +$252K 0.17% 123

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

Kuhn & Co Investment Counsel's IVW Position: Q1 2026 in Review

Kuhn & Co Investment Counsel held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 2,055 shares worth $232K. The position accounts for 0.15% of the portfolio, ranked #130.

Kuhn & Co Investment Counsel first reported a position in IVW in Q4 2025 and has held it in 2 quarters since. The position peaked at $253K in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Kuhn & Co Investment Counsel held 2,055 shares of iShares S&P 500 Growth ETF worth $232K as of Q1 2026.
  • Kuhn & Co Investment Counsel left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Growth ETF made up 0.15% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #130 holding.
  • Kuhn & Co Investment Counsel first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Kuhn & Co Investment Counsel's iShares S&P 500 Growth ETF position peaked at $253K in Q4 2025.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.