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Laurel Wealth Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Laurel Wealth Planning’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 		$5.72M Sell
50,586
-1,972
-4% -$237K 3.02% 14
2025
Q4 		$6.48M Sell
52,558
-4,917
-9% -$602K 3.59% 9
2025
Q3 		$6.94M Sell
57,475
-449
-0.8% -$51.6K 3.67% 8
2025
Q2 		$6.38M Buy
57,924
+380
+0.7% +$37.6K 3.63% 9
2025
Q1 		$5.34M Buy
57,544
+11
+0% +$1.11K 3.55% 9
2024
Q4 		$5.84M Sell
57,533
-750
-1% -$74.8K 3.77% 8
2024
Q3 		$5.58M Sell
58,283
-710
-1% -$65.5K 3.65% 10
2024
Q2 		$5.46M Sell
58,993
-411
-0.7% -$35.4K 3.8% 10
2024
Q1 		$5.02M Sell
59,404
-688
-1% -$55.3K 3.33% 10
2023
Q4 		$4.51M Buy
60,092
+2,213
+4% +$158K 3.2% 10
2023
Q3 		$3.96M Sell
57,879
-960
-2% -$67.9K 3.08% 12
2023
Q2 		$4.15M Buy
58,839
+1,214
+2% +$80.3K 2.96% 10
2023
Q1 		$3.68M Sell
57,625
-7,852
-12% -$480K 2.44% 16
2022
Q4 		$3.83M Sell
65,477
-918
-1% -$55.1K 2.47% 11
2022
Q3 		$3.84M Sell
66,395
-451
-0.7% -$29.3K 2.83% 9
2022
Q2 		$4.03M Sell
66,846
-5,128
-7% -$339K 2.84% 10
2022
Q1 		$5.5M Buy
71,974
+1,915
+3% +$144K 3.71% 7
2021
Q4 		$5.86M Sell
70,059
-11,978
-15% -$965K 4.44% 4
2021
Q3 		$6.06M Sell
82,037
-1,080
-1% -$82.3K 4.89% 5
2021
Q2 		$6.04M Sell
83,117
-4,159
-5% -$288K 5.27% 5
2021
Q1 		$5.68M Buy
87,276
+4,690
+6% +$303K 5.2% 4
2020
Q4 		$5.27M Buy
+82,586
New +$5.01M 5.14% 5

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

Laurel Wealth Planning's IVW Position: Q1 2026 in Review

Laurel Wealth Planning reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.8% in Q1 2026, selling an estimated $237K and leaving 50,586 shares worth $5.72M. The position accounts for 3.02% of the portfolio, ranked #14.

Laurel Wealth Planning first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.94M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Laurel Wealth Planning held 50,586 shares of iShares S&P 500 Growth ETF worth $5.72M as of Q1 2026.
  • Laurel Wealth Planning sold 1,972 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $237K.
  • iShares S&P 500 Growth ETF made up 3.02% of Laurel Wealth Planning's portfolio in Q1 2026, its #14 holding.
  • Laurel Wealth Planning first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Laurel Wealth Planning's iShares S&P 500 Growth ETF position peaked at $6.94M in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.