LifePlan Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

LifePlan Investment Advisors’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	$3.94M	Buy	34,832 +3,125	+10%	+$376K	1.55%	22
2025 Q4	$3.91M	Buy	31,707 +1,148	+4%	+$141K	1.59%	24
2025 Q3	$3.69M	Buy	30,559 +1,282	+4%	+$147K	1.55%	24
2025 Q2	$3.22M	Sell	29,277 -813	-3%	-$80.5K	1.6%	25
2025 Q1	$2.79M	Buy	30,090 +5,147	+21%	+$519K	1.61%	27
2024 Q4	$2.53M	Buy	24,943 +3,579	+17%	+$357K	1.57%	25
2024 Q3	$2.05M	Buy	21,364 +764	+4%	+$70.5K	1.31%	27
2024 Q2	$1.91M	Buy	20,600 +6,254	+44%	+$539K	1.37%	25
2024 Q1	$1.21M	Buy	14,346 +9,334	+186%	+$750K	0.97%	30
2023 Q4	$376K	Buy	5,012 +1,090	+28%	+$77.6K	0.34%	48
2023 Q3	$268K	Buy	+3,922	New	+$278K	0.29%	54

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

LifePlan Investment Advisors's IVW Position: Q1 2026 in Review

LifePlan Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 9.9% in Q1 2026, buying an estimated $376K and bringing the position to 34,832 shares worth $3.94M. The position accounts for 1.55% of the portfolio, ranked #22.

LifePlan Investment Advisors first reported a position in IVW in Q3 2023 and has held it in 11 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

LifePlan Investment Advisors held 34,832 shares of iShares S&P 500 Growth ETF worth $3.94M as of Q1 2026.
LifePlan Investment Advisors bought 3,125 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $376K.
iShares S&P 500 Growth ETF made up 1.55% of LifePlan Investment Advisors's portfolio in Q1 2026, its #22 holding.
LifePlan Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 11 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.