Northwest Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Northwest Financial 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	$394K	Hold	3,483	–	–	0.76%	41
2025 Q4	$429K	Sell	3,483 -503	-13%	-$61.6K	0.88%	35
2025 Q3	$481K	Buy	3,986 +17	+0.4%	+$1.96K	0.62%	43
2025 Q2	$437K	Buy	3,969 +11	+0.3%	+$1.09K	0.61%	48
2025 Q1	$367K	Buy	+3,958	New	+$399K	0.3%	71
2024 Q4	–	Sell	-511	Closed	-$48.9K	–	323
2024 Q3	$48.9K	Buy	+511	New	+$47.2K	0.04%	230
2024 Q1	–	Sell	-509	Closed	-$38.3K	–	295
2023 Q4	$38.3K	Buy	+509	New	+$36.2K	0.03%	241

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

Northwest Financial Advisors's IVW Position: Q1 2026 in Review

Northwest Financial Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 3,483 shares worth $394K. The position accounts for 0.76% of the portfolio, ranked #41.

Northwest Financial Advisors first reported a position in IVW in Q4 2023 and has held it in 7 quarters since. The position peaked at $481K in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Northwest Financial Advisors held 3,483 shares of iShares S&P 500 Growth ETF worth $394K as of Q1 2026.
Northwest Financial Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.76% of Northwest Financial Advisors's portfolio in Q1 2026, its #41 holding.
Northwest Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 7 quarters since.
Northwest Financial Advisors's iShares S&P 500 Growth ETF position peaked at $481K in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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