NorthLanding Financial Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

NorthLanding Financial Partners’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	$990K	Buy	8,752 +5	+0.1%	+$601	0.8%	16
2025 Q4	$1.08M	Sell	8,747 -168	-2%	-$20.6K	0.87%	16
2025 Q3	$1.08M	Sell	8,915 -153	-2%	-$17.6K	0.9%	16
2025 Q2	$998K	Buy	9,068 +8	+0.1%	+$792	0.88%	16
2025 Q1	$841K	Sell	9,060 -91	-1%	-$9.17K	0.83%	18
2024 Q4	$929K	Buy	9,151 +74	+0.8%	+$7.38K	0.94%	17
2024 Q3	$869K	Sell	9,077 -26	-0.3%	-$2.4K	0.86%	17
2024 Q2	$842K	Sell	9,103 -42	-0.5%	-$3.62K	0.89%	17
2024 Q1	$772K	Sell	9,145 -230	-2%	-$18.5K	0.84%	18
2023 Q4	$704K	Buy	9,375 +42	+0.5%	+$2.99K	0.83%	18
2023 Q3	$639K	Buy	9,333 +69	+0.7%	+$4.88K	0.82%	18
2023 Q2	$653K	Sell	9,264 -3,940	-30%	-$260K	0.85%	18
2023 Q1	$844K	Buy	13,204 +7	+0.1%	+$428	0.59%	29
2022 Q4	$772K	Sell	13,197 -1,195	-8%	-$71.8K	0.55%	31
2022 Q3	$833K	Buy	+14,392	New	+$935K	0.66%	26

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

NorthLanding Financial Partners's IVW Position: Q1 2026 in Review

NorthLanding Financial Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 0.06% in Q1 2026, buying an estimated $601 and bringing the position to 8,752 shares worth $990K. The position accounts for 0.8% of the portfolio, ranked #16.

NorthLanding Financial Partners first reported a position in IVW in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

NorthLanding Financial Partners held 8,752 shares of iShares S&P 500 Growth ETF worth $990K as of Q1 2026.
NorthLanding Financial Partners bought 5 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $601.
iShares S&P 500 Growth ETF made up 0.8% of NorthLanding Financial Partners's portfolio in Q1 2026, its #16 holding.
NorthLanding Financial Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and has held it in 15 quarters since.
NorthLanding Financial Partners's iShares S&P 500 Growth ETF position peaked at $1.08M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on NorthLanding Financial Partners's 13F filing for Q1 2026, filed 27 Apr 2026.