New World Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

New World 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	$522K	Sell	4,613 -11	-0.2%	-$1.32K	0.09%	29
2025 Q4	$570K	Buy	4,624 +150	+3%	+$18.4K	0.1%	30
2025 Q3	$540K	Hold	4,474	–	–	0.1%	31
2025 Q2	$493K	Buy	+4,474	New	+$443K	0.1%	34
2019 Q2	–	Sell	-308	Closed	-$13K	–	71
2019 Q1	$13K	Buy	+308	New	+$12.6K	0.01%	79

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

New World Advisors's IVW Position: Q1 2026 in Review

New World Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.24% in Q1 2026, selling an estimated $1.32K and leaving 4,613 shares worth $522K. The position accounts for 0.09% of the portfolio, ranked #29.

New World Advisors first reported a position in IVW in Q1 2019 and has held it in 5 quarters since. The position peaked at $570K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

New World Advisors held 4,613 shares of iShares S&P 500 Growth ETF worth $522K as of Q1 2026.
New World Advisors sold 11 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.32K.
iShares S&P 500 Growth ETF made up 0.09% of New World Advisors's portfolio in Q1 2026, its #29 holding.
New World Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 5 quarters since.
New World Advisors's iShares S&P 500 Growth ETF position peaked at $570K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.