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Madison Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Madison Wealth Partners’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 		$1.77M Sell
15,685
-115
-0.7% -$13.8K 0.28% 44
2025
Q4 		$1.95M Buy
15,800
+9,384
+146% +$1.15M 0.36% 40
2025
Q3 		$775K Sell
6,416
-1,349
-17% -$155K 0.15% 67
2025
Q2 		$855K Buy
7,765
+4
+0.1% +$396 0.19% 58
2025
Q1 		$720K Buy
7,761
+466
+6% +$47K 0.18% 65
2024
Q4 		$741K Buy
7,295
+50
+0.7% +$4.99K 0.21% 61
2024
Q3 		$694K Hold
7,245
– – 0.21% 63
2024
Q2 		$670K Buy
7,245
+55
+0.8% +$4.74K 0.23% 57
2024
Q1 		$607K Hold
7,190
– – 0.22% 58
2023
Q4 		$540K Hold
7,190
– – 0.21% 60
2023
Q3 		$492K Buy
7,190
+14
+0.2% +$991 0.25% 47
2023
Q2 		$506K Sell
7,176
-131
-2% -$8.66K 0.24% 43
2023
Q1 		$467K Buy
7,307
+229
+3% +$14K 0.24% 42
2022
Q4 		$414K Buy
7,078
+3
+0% +$180 0.24% 48
2022
Q3 		$409K Buy
7,075
+97
+1% +$6.3K 0.27% 45
2022
Q2 		$421K Buy
6,978
+682
+11% +$45.1K 0.27% 41
2022
Q1 		$481K Buy
6,296
+120
+2% +$9.02K 0.27% 39
2021
Q4 		$517K Buy
6,176
+25
+0.4% +$2.01K 0.26% 34
2021
Q3 		$455K Buy
6,151
+313
+5% +$23.9K 0.26% 37
2021
Q2 		$425K Buy
5,838
+572
+11% +$39.6K 0.24% 39
2021
Q1 		$336K Hold
5,266
– – 0.24% 34
2020
Q4 		$336K Buy
+5,266
New +$319K 0.23% 35

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Madison Wealth Partners's IVW Position: Q1 2026 in Review

Madison Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.73% in Q1 2026, selling an estimated $13.8K and leaving 15,685 shares worth $1.77M. The position accounts for 0.28% of the portfolio, ranked #44.

Madison Wealth Partners first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.95M in Q4 2025. 2,043 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Madison Wealth Partners held 15,685 shares of iShares S&P 500 Growth ETF worth $1.77M as of Q1 2026.
  • Madison Wealth Partners sold 115 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $13.8K.
  • iShares S&P 500 Growth ETF made up 0.28% of Madison Wealth Partners's portfolio in Q1 2026, its #44 holding.
  • Madison Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Madison Wealth Partners's iShares S&P 500 Growth ETF position peaked at $1.95M in Q4 2025.
  • 2,043 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.