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Little House Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Little House Capital’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 		$443K Hold
3,913
– – 0.11% 105
2025
Q4 		$482K Sell
3,913
-80
-2% -$9.79K 0.12% 99
2025
Q3 		$482K Buy
3,993
+80
+2% +$9.2K 0.11% 108
2025
Q2 		$431K Hold
3,913
– – 0.11% 105
2025
Q1 		$363K Hold
3,913
– – 0.1% 119
2024
Q4 		$397K Sell
3,913
-5,228
-57% -$522K 0.11% 95
2024
Q3 		$875K Hold
9,141
– – 0.25% 82
2024
Q2 		$846K Hold
9,141
– – 0.26% 77
2024
Q1 		$772K Hold
9,141
– – 0.26% 85
2023
Q4 		$686K Hold
9,141
– – 0.25% 85
2023
Q3 		$625K Hold
9,141
– – 0.26% 87
2023
Q2 		$644K Hold
9,141
– – 0.27% 84
2023
Q1 		$584K Hold
9,141
– – 0.27% 82
2022
Q4 		$535K Hold
9,141
– – 0.26% 81
2022
Q3 		$529K Buy
9,141
+3,913
+75% +$254K 0.28% 82
2022
Q2 		$316K Hold
5,228
– – 0.17% 99
2022
Q1 		$399K Sell
5,228
-800
-13% -$60.1K 0.2% 111
2021
Q4 		$504K Hold
6,028
– – 0.27% 92
2021
Q3 		$446K Hold
6,028
– – 0.26% 96
2021
Q2 		$438K Buy
+6,028
New +$417K 0.24% 105
2021
Q1 		– Sell
-6,028
Closed -$384K – 126
2020
Q4 		$384K Sell
6,028
-400
-6% -$24.3K 0.28% 77
2020
Q3 		$371K Sell
6,428
-2,600
-29% -$147K 0.31% 74
2020
Q2 		$468K Sell
9,028
-6,400
-41% -$307K 0.43% 62
2020
Q1 		$637K Sell
15,428
-2,196
-12% -$104K 0.69% 46
2019
Q4 		$853K Sell
17,624
-1,144
-6% -$53K 0.74% 47
2019
Q3 		$845K Buy
18,768
+548
+3% +$24.8K 0.64% 56
2019
Q2 		$837 Sell
18,220
-2,420
-12% -$106K 0.56% 60
2019
Q1 		$889K Sell
20,640
-2,800
-12% -$115K 0.67% 57
2018
Q4 		$883K Buy
+23,440
New +$949K 0.85% 45

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

Little House Capital's IVW Position: Q1 2026 in Review

Little House Capital held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 3,913 shares worth $443K. The position accounts for 0.11% of the portfolio, ranked #105.

Little House Capital first reported a position in IVW in Q4 2018 and has held it in 29 quarters since. The position peaked at $889K in Q1 2019. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Little House Capital held 3,913 shares of iShares S&P 500 Growth ETF worth $443K as of Q1 2026.
  • Little House Capital left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Growth ETF made up 0.11% of Little House Capital's portfolio in Q1 2026, its #105 holding.
  • Little House Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Little House Capital's iShares S&P 500 Growth ETF position peaked at $889K in Q1 2019.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Little House Capital's 13F filing for Q1 2026, filed 7 May 2026.