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

Lighthouse Financial’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 		$2.65M Buy
23,418
+2,300
+11% +$277K 1.6% 19
2025
Q4 		$2.6M Sell
21,118
-1,000
-5% -$122K 1.7% 17
2025
Q3 		$2.67M Sell
22,118
-520
-2% -$59.8K 1.76% 16
2025
Q2 		$2.49M Sell
22,638
-468
-2% -$46.3K 1.91% 13
2025
Q1 		$2.14M Hold
23,106
– – 1.85% 14
2024
Q4 		$2.35M Buy
+23,106
New +$2.31M 1.91% 17

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

Lighthouse Financial's IVW Position: Q1 2026 in Review

Lighthouse Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q1 2026, buying an estimated $277K and bringing the position to 23,418 shares worth $2.65M. The position accounts for 1.6% of the portfolio, ranked #19.

Lighthouse Financial first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.67M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Lighthouse Financial held 23,418 shares of iShares S&P 500 Growth ETF worth $2.65M as of Q1 2026.
  • Lighthouse Financial bought 2,300 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $277K.
  • iShares S&P 500 Growth ETF made up 1.6% of Lighthouse Financial's portfolio in Q1 2026, its #19 holding.
  • Lighthouse Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Lighthouse Financial's iShares S&P 500 Growth ETF position peaked at $2.67M in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Lighthouse Financial's 13F filing for Q1 2026, filed 14 May 2026.