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

Melfa 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	$308K	Hold	2,725	–	–	0.18%	115
2025 Q4	$336K	Sell	2,725 -50	-2%	-$6.12K	0.19%	119
2025 Q3	$335K	Hold	2,775	–	–	0.2%	121
2025 Q2	$306K	Hold	2,775	–	–	0.19%	125
2025 Q1	$258K	Sell	2,775 -750	-21%	-$75.6K	0.17%	135
2024 Q4	$358K	Sell	3,525 -500	-12%	-$49.9K	0.24%	104
2024 Q3	$385K	Hold	4,025	–	–	0.25%	100
2024 Q2	$372K	Hold	4,025	–	–	0.26%	98
2024 Q1	$340K	Buy	+4,025	New	+$323K	0.25%	101

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

Melfa Wealth Management's IVW Position: Q1 2026 in Review

Melfa Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 2,725 shares worth $308K. The position accounts for 0.18% of the portfolio, ranked #115.

Melfa Wealth Management first reported a position in IVW in Q1 2024 and has held it in 9 quarters since. The position peaked at $385K in Q3 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Melfa Wealth Management held 2,725 shares of iShares S&P 500 Growth ETF worth $308K as of Q1 2026.
Melfa Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.18% of Melfa Wealth Management's portfolio in Q1 2026, its #115 holding.
Melfa Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Melfa Wealth Management's iShares S&P 500 Growth ETF position peaked at $385K in Q3 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.