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Larson Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Larson Financial 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 		$379K Buy
3,352
+256
+8% +$30.8K 0.01% 555
2025
Q4 		$382K Sell
3,096
-1,372
-31% -$168K 0.01% 540
2025
Q3 		$539K Buy
4,468
+518
+13% +$59.6K 0.02% 446
2025
Q2 		$435K Buy
3,950
+34
+0.9% +$3.37K 0.02% 467
2025
Q1 		$363K Buy
3,916
+34
+0.9% +$3.43K 0.02% 477
2024
Q4 		$394K Sell
3,882
-4,363
-53% -$435K 0.02% 411
2024
Q3 		$789K Sell
8,245
-18,671
-69% -$1.72M 0.04% 259
2024
Q2 		$2.49M Buy
26,916
+130
+0.5% +$11.2K 0.17% 105
2024
Q1 		$2.26M Buy
26,786
+23,002
+608% +$1.85M 0.17% 105
2023
Q4 		$284K Sell
3,784
-35,205
-90% -$2.51M 0.02% 282
2023
Q3 		$2.67M Sell
38,989
-3,622
-9% -$256K 0.26% 69
2023
Q2 		$3M Sell
42,611
-1,157
-3% -$76.5K 0.3% 61
2023
Q1 		$2.8M Buy
43,768
+140
+0.3% +$8.56K 0.3% 59
2022
Q4 		$2.55M Buy
43,628
+19,302
+79% +$1.16M 0.31% 64
2022
Q3 		$1.41M Buy
24,326
+19,507
+405% +$1.27M 0.2% 98
2022
Q2 		$291K Sell
4,819
-15
-0.3% -$993 0.05% 148
2022
Q1 		$369K Sell
4,834
-42,526
-90% -$3.19M 0.06% 135
2021
Q4 		$3.96M Buy
47,360
+46,972
+12,106% +$3.78M 0.63% 32
2021
Q3 		$29K Buy
+388
New +$29.6K 0.01% 392
2020
Q2 		– Sell
-120
Closed -$5K – 717
2020
Q1 		$5K Sell
120
-280
-70% -$13.2K ﹤0.01% 367
2019
Q4 		$19K Buy
+400
New +$18.5K 0.01% 226

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

Larson Financial Group's IVW Position: Q1 2026 in Review

Larson Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 8.3% in Q1 2026, buying an estimated $30.8K and bringing the position to 3,352 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #555.

Larson Financial Group first reported a position in IVW in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.96M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Larson Financial Group held 3,352 shares of iShares S&P 500 Growth ETF worth $379K as of Q1 2026.
  • Larson Financial Group bought 256 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $30.8K.
  • iShares S&P 500 Growth ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #555 holding.
  • Larson Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 21 quarters since.
  • Larson Financial Group's iShares S&P 500 Growth ETF position peaked at $3.96M in Q4 2021.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.