NWF Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$794K Buy
7,022
+1,099
+19% +$132K 0.09% 153
2025
Q4
$730K Buy
5,923
+659
+13% +$80.7K 0.08% 158
2025
Q3
$635K Buy
5,264
+414
+9% +$47.6K 0.07% 183
2025
Q2
$534K Buy
4,850
+2,308
+91% +$228K 0.06% 200
2025
Q1
$236K Sell
2,542
-528
-17% -$53.2K 0.03% 286
2024
Q4
$312K Buy
3,070
+230
+8% +$22.9K 0.05% 195
2024
Q3
$272K Buy
2,840
+122
+4% +$11.3K 0.04% 255
2024
Q2
$252K Hold
2,718
0.04% 248
2024
Q1
$230K Buy
+2,718
New +$218K 0.04% 261
2023
Q4
Sell
-5,479
Closed -$375K 311
2023
Q3
$375K Buy
5,479
+117
+2% +$8.28K 0.09% 162
2023
Q2
$378K Hold
5,362
0.09% 162
2023
Q1
$378K Buy
+5,362
New +$328K 0.09% 161

Other funds holding IVW

NWF Advisory Services's IVW Position: Q1 2026 in Review

NWF Advisory Services increased its iShares S&P 500 Growth ETF (IVW) stake by 19% in Q1 2026, buying an estimated $132K and bringing the position to 7,022 shares worth $794K. The position accounts for 0.09% of the portfolio, ranked #153.

NWF Advisory Services first reported a position in IVW in Q1 2023 and has held it in 12 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • NWF Advisory Services held 7,022 shares of iShares S&P 500 Growth ETF worth $794K as of Q1 2026.
  • NWF Advisory Services bought 1,099 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $132K.
  • iShares S&P 500 Growth ETF made up 0.09% of NWF Advisory Services's portfolio in Q1 2026, its #153 holding.
  • NWF Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 12 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.