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

Lifeworks 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 		$1.36M Buy
12,036
+322
+3% +$38.7K 0.17% 110
2025
Q4 		$1.44M Buy
11,714
+1,247
+12% +$153K 0.19% 112
2025
Q3 		$1.26M Buy
10,467
+6
+0.1% +$690 0.17% 120
2025
Q2 		$1.15M Sell
10,461
-890
-8% -$88.1K 0.17% 115
2025
Q1 		$1.05M Buy
11,351
+415
+4% +$41.8K 0.18% 118
2024
Q4 		$1.11M Sell
10,936
-672
-6% -$67K 0.2% 111
2024
Q3 		$1.11M Buy
11,608
+79
+0.7% +$7.29K 0.22% 108
2024
Q2 		$1.07M Buy
11,529
+5,039
+78% +$434K 0.3% 84
2024
Q1 		$548K Buy
+6,490
New +$521K 0.15% 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

Lifeworks Advisors's IVW Position: Q1 2026 in Review

Lifeworks Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 2.7% in Q1 2026, buying an estimated $38.7K and bringing the position to 12,036 shares worth $1.36M. The position accounts for 0.17% of the portfolio, ranked #110.

Lifeworks Advisors first reported a position in IVW in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.44M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Lifeworks Advisors held 12,036 shares of iShares S&P 500 Growth ETF worth $1.36M as of Q1 2026.
  • Lifeworks Advisors bought 322 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $38.7K.
  • iShares S&P 500 Growth ETF made up 0.17% of Lifeworks Advisors's portfolio in Q1 2026, its #110 holding.
  • Lifeworks Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Lifeworks Advisors's iShares S&P 500 Growth ETF position peaked at $1.44M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.