Norris Perne & French’s iShares S&P 500 Growth ETF IVW Stock Holding History

Norris Perne & French’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	–	Sell	-1,872	Closed	-$231K	–	167
2025 Q4	$231K	Buy	1,872 +12	+0.6%	+$1.47K	0.02%	153
2025 Q3	$225K	Hold	1,860	–	–	0.02%	152
2025 Q2	$205K	Buy	+1,860	New	+$184K	0.01%	150
2016 Q2	–	Sell	-8,020	Closed	-$232K	–	142
2016 Q1	$232K	Hold	8,020	–	–	0.05%	131
2015 Q4	$232K	Sell	8,020 -900	-10%	-$26.2K	0.05%	137
2015 Q3	$240K	Sell	8,920 -1,000	-10%	-$28.4K	0.06%	127
2015 Q2	$282K	Sell	9,920 -12,620	-56%	-$366K	0.05%	123
2015 Q1	$642K	Sell	22,540 -220	-1%	-$6.25K	0.12%	88
2014 Q4	$635K	Sell	22,760 -2,660	-10%	-$72.7K	0.12%	93
2014 Q3	$679K	Sell	25,420 -684	-3%	-$18.2K	0.13%	87
2014 Q2	$686K	Sell	26,104 -856	-3%	-$21.7K	0.13%	90
2014 Q1	$673K	Buy	+26,960	New	+$666K	0.13%	88

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Norris Perne & French's IVW Position: Q1 2026 in Review

Norris Perne & French sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 1,872 shares — an estimated $231K sold.

Norris Perne & French first reported a position in IVW in Q1 2014 and held it in 12 quarters. The position peaked at $686K in Q2 2014. 2,055 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Norris Perne & French reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Norris Perne & French sold 1,872 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $231K.
Norris Perne & French first reported a position in iShares S&P 500 Growth ETF in Q1 2014 and held it in 12 quarters.
Norris Perne & French's iShares S&P 500 Growth ETF position peaked at $686K in Q2 2014.
2,055 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Norris Perne & French's 13F filing for Q1 2026, filed 22 Apr 2026.