Oak Harbor Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Oak Harbor Wealth 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	$50.3K	Hold	445	–	–	0.01%	223
2025 Q4	$54.9K	Sell	445 -52	-10%	-$6.36K	0.01%	219
2025 Q3	$60K	Hold	497	–	–	0.01%	219
2025 Q2	$54.7K	Buy	497 +52	+12%	+$5.15K	0.01%	215
2025 Q1	$41.3K	Hold	445	–	–	0.01%	222
2024 Q4	$45.2K	Hold	445	–	–	0.01%	198
2024 Q3	$42.6K	Hold	445	–	–	0.01%	194
2024 Q2	$41.2K	Sell	445 -4,176	-90%	-$360K	0.01%	190
2024 Q1	$390K	Sell	4,621 -1,257	-21%	-$101K	0.12%	124
2023 Q4	$441K	Sell	5,878 -47	-0.8%	-$3.35K	0.15%	116
2023 Q3	$405K	Sell	5,925 -3,000	-34%	-$212K	0.14%	118
2023 Q2	$629K	Sell	8,925 -10	-0.1%	-$661	0.22%	98
2023 Q1	$571K	Hold	8,935	–	–	0.21%	101
2022 Q4	$523K	Sell	8,935 -1,650	-16%	-$99.1K	0.2%	95
2022 Q3	$612K	Buy	10,585 +371	+4%	+$24.1K	0.24%	86
2022 Q2	$616K	Buy	10,214 +9,610	+1,591%	+$636K	0.25%	86
2022 Q1	$46K	Hold	604	–	–	0.02%	190
2021 Q4	$51K	Buy	+604	New	+$48.7K	0.02%	195

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

Oak Harbor Wealth Partners's IVW Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 445 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #223.

Oak Harbor Wealth Partners first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $629K in Q2 2023. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Oak Harbor Wealth Partners held 445 shares of iShares S&P 500 Growth ETF worth $50.3K as of Q1 2026.
Oak Harbor Wealth Partners left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #223 holding.
Oak Harbor Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's iShares S&P 500 Growth ETF position peaked at $629K in Q2 2023.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.