Marks Group Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Marks Group Wealth Management’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	$16M	Buy	141,683 +114,298	+417%	+$13.7M	1.55%	8
2025 Q4	$3.38M	Buy	27,385 +6,656	+32%	+$815K	0.32%	97
2025 Q3	$2.5M	Buy	20,729 +42	+0.2%	+$4.83K	0.23%	111
2025 Q2	$2.28M	Buy	20,687 +5	+0%	+$495	0.21%	113
2025 Q1	$1.92M	Buy	20,682 +169	+0.8%	+$17K	0.18%	122
2024 Q4	$2.08M	Buy	20,513 +55	+0.3%	+$5.49K	0.21%	119
2024 Q3	$1.96M	Buy	20,458 +4	+0%	+$369	0.19%	129
2024 Q2	$1.89M	Buy	20,454 +6	+0%	+$517	0.2%	123
2024 Q1	$1.73M	Buy	20,448 +5	+0%	+$402	0.18%	134
2023 Q4	$1.54M	Buy	20,443 +7	+0%	+$498	0.18%	139
2023 Q3	$1.4M	Buy	20,436 +6	+0%	+$425	0.17%	141
2023 Q2	$1.44M	Buy	20,430 +6	+0%	+$397	0.17%	140
2023 Q1	$1.3M	Buy	20,424 +8	+0%	+$489	0.17%	145
2022 Q4	$1.19M	Buy	20,416 +4,224	+26%	+$254K	0.16%	146
2022 Q3	$937K	Sell	16,192 -33	-0.2%	-$2.14K	0.14%	157
2022 Q2	$979K	Buy	16,225 +33	+0.2%	+$2.18K	0.14%	160
2022 Q1	$1.24M	Hold	16,192	–	–	0.16%	145
2021 Q4	$1.35M	Hold	16,192	–	–	0.17%	136
2021 Q3	$1.2M	Hold	16,192	–	–	0.16%	141
2021 Q2	$1.18M	Hold	16,192	–	–	0.16%	138
2021 Q1	$1.05M	Hold	16,192	–	–	0.16%	135
2020 Q4	$1.03M	Hold	16,192	–	–	0.16%	139
2020 Q3	$935K	Hold	16,192	–	–	0.17%	137
2020 Q2	$840K	Hold	16,192	–	–	0.17%	133
2020 Q1	$668K	Hold	16,192	–	–	0.17%	135
2019 Q4	$784K	Buy	+16,192	New	+$751K	0.15%	148

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

Marks Group Wealth Management's IVW Position: Q1 2026 in Review

Marks Group Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 417% in Q1 2026, buying an estimated $13.7M and bringing the position to 141,683 shares worth $16M. The position accounts for 1.55% of the portfolio, ranked #8.

Marks Group Wealth Management first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Marks Group Wealth Management held 141,683 shares of iShares S&P 500 Growth ETF worth $16M as of Q1 2026.
Marks Group Wealth Management bought 114,298 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $13.7M.
iShares S&P 500 Growth ETF made up 1.55% of Marks Group Wealth Management's portfolio in Q1 2026, its #8 holding.
Marks Group Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.