NorthStar Asset Management (New Jersey)’s iShares S&P 500 Growth ETF IVW Stock Holding History

NorthStar Asset Management (New Jersey)’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	$224K	Sell	1,981 -18	-0.9%	-$2.17K	0.11%	91
2025 Q4	$246K	Buy	1,999 +2	+0.1%	+$245	0.11%	90
2025 Q3	$241K	Buy	1,997 +2	+0.1%	+$230	0.12%	86
2025 Q2	$220K	Buy	+1,995	New	+$197K	0.12%	88
2025 Q1	–	Sell	-1,990	Closed	-$202K	–	93
2024 Q4	$202K	Buy	+1,990	New	+$199K	0.13%	84
2024 Q1	–	Sell	-3,714	Closed	-$279K	–	80
2023 Q4	$279K	Buy	+3,714	New	+$264K	0.25%	62

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

NorthStar Asset Management (New Jersey)'s IVW Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.9% in Q1 2026, selling an estimated $2.17K and leaving 1,981 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #91.

NorthStar Asset Management (New Jersey) first reported a position in IVW in Q4 2023 and has held it in 6 quarters since. The position peaked at $279K in Q4 2023. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

NorthStar Asset Management (New Jersey) held 1,981 shares of iShares S&P 500 Growth ETF worth $224K as of Q1 2026.
NorthStar Asset Management (New Jersey) sold 18 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $2.17K.
iShares S&P 500 Growth ETF made up 0.11% of NorthStar Asset Management (New Jersey)'s portfolio in Q1 2026, its #91 holding.
NorthStar Asset Management (New Jersey) first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 6 quarters since.
NorthStar Asset Management (New Jersey)'s iShares S&P 500 Growth ETF position peaked at $279K in Q4 2023.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.