Life Line Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Life Line 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	$623K	Buy	5,508 +1,347	+32%	+$162K	0.28%	15
2025 Q4	$513K	Buy	4,161 +527	+15%	+$64.5K	0.15%	18
2025 Q3	$439K	Buy	3,634 +244	+7%	+$28.1K	0.13%	23
2025 Q2	$373K	Buy	3,390 +637	+23%	+$63K	0.12%	28
2025 Q1	$256K	Buy	+2,753	New	+$278K	0.09%	29
2024 Q2	–	Sell	-3,629	Closed	-$306K	–	27
2024 Q1	$306K	Buy	+3,629	New	+$292K	0.12%	26

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

Life Line Wealth Management's IVW Position: Q1 2026 in Review

Life Line Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 32% in Q1 2026, buying an estimated $162K and bringing the position to 5,508 shares worth $623K. The position accounts for 0.28% of the portfolio, ranked #15.

Life Line Wealth Management first reported a position in IVW in Q1 2024 and has held it in 6 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Life Line Wealth Management held 5,508 shares of iShares S&P 500 Growth ETF worth $623K as of Q1 2026.
Life Line Wealth Management bought 1,347 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $162K.
iShares S&P 500 Growth ETF made up 0.28% of Life Line Wealth Management's portfolio in Q1 2026, its #15 holding.
Life Line Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 6 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Life Line Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.