Merkkuri Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Merkkuri Wealth Advisors’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	$2.47M	Buy	21,795 +1,439	+7%	+$173K	1.63%	17
2025 Q4	$2.51M	Sell	20,356 -557	-3%	-$68.2K	1.71%	17
2025 Q3	$2.52M	Buy	20,913 +575	+3%	+$66.1K	1.83%	15
2025 Q2	$2.24M	Sell	20,338 -562	-3%	-$55.6K	1.7%	17
2025 Q1	$1.94M	Buy	20,900 +1,394	+7%	+$141K	1.66%	17
2024 Q4	$1.98M	Buy	19,506 +2,050	+12%	+$205K	1.57%	15
2024 Q3	$1.67M	Buy	17,456 +3,321	+23%	+$307K	1.32%	26
2024 Q2	$1.31M	Buy	+14,135	New	+$1.22M	1.2%	30

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

Merkkuri Wealth Advisors's IVW Position: Q1 2026 in Review

Merkkuri Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 7.1% in Q1 2026, buying an estimated $173K and bringing the position to 21,795 shares worth $2.47M. The position accounts for 1.63% of the portfolio, ranked #17.

Merkkuri Wealth Advisors first reported a position in IVW in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.52M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Merkkuri Wealth Advisors held 21,795 shares of iShares S&P 500 Growth ETF worth $2.47M as of Q1 2026.
Merkkuri Wealth Advisors bought 1,439 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $173K.
iShares S&P 500 Growth ETF made up 1.63% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #17 holding.
Merkkuri Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $2.52M in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.