Michels Family Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Michels Family Financial’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	$265K	Buy	2,342 +2	+0.1%	+$241	0.19%	120
2025 Q4	$288K	Buy	2,340 +3	+0.1%	+$367	0.21%	114
2025 Q3	$282K	Sell	2,337 -51	-2%	-$5.87K	0.22%	116
2025 Q2	$263K	Sell	2,388 -9	-0.4%	-$891	0.22%	115
2025 Q1	$223K	Buy	2,397 +2	+0.1%	+$202	0.2%	117
2024 Q4	$243K	Buy	+2,395	New	+$239K	0.22%	113

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

Michels Family Financial's IVW Position: Q1 2026 in Review

Michels Family Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q1 2026, buying an estimated $241 and bringing the position to 2,342 shares worth $265K. The position accounts for 0.19% of the portfolio, ranked #120.

Michels Family Financial first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $288K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Michels Family Financial held 2,342 shares of iShares S&P 500 Growth ETF worth $265K as of Q1 2026.
Michels Family Financial bought 2 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $241.
iShares S&P 500 Growth ETF made up 0.19% of Michels Family Financial's portfolio in Q1 2026, its #120 holding.
Michels Family Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Michels Family Financial's iShares S&P 500 Growth ETF position peaked at $288K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.