Oakwell Private Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Oakwell Private Wealth Management’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	$593K	Hold	5,240	–	–	0.11%	50
2025 Q4	$646K	Hold	5,240	–	–	0.12%	54
2025 Q3	$633K	Hold	5,240	–	–	0.13%	53
2025 Q2	$577K	Hold	5,240	–	–	0.13%	49
2025 Q1	$486K	Hold	5,240	–	–	0.13%	49
2024 Q4	$532K	Hold	5,240	–	–	0.15%	44
2024 Q3	$502K	Sell	5,240 -564	-10%	-$52.1K	0.14%	45
2024 Q2	$537K	Buy	5,804 +100	+2%	+$8.62K	0.15%	46
2024 Q1	$482K	Hold	5,704	–	–	0.15%	44
2023 Q4	$428K	Hold	5,704	–	–	0.15%	43
2023 Q3	$390K	Hold	5,704	–	–	0.17%	44
2023 Q2	$402K	Hold	5,704	–	–	0.17%	44
2023 Q1	$364K	Hold	5,704	–	–	0.17%	45
2022 Q4	$334K	Hold	5,704	–	–	0.16%	45
2022 Q3	$330K	Hold	5,704	–	–	0.18%	49
2022 Q2	$344K	Hold	5,704	–	–	0.2%	46
2022 Q1	$436K	Hold	5,704	–	–	0.22%	42
2021 Q4	$477K	Hold	5,704	–	–	0.24%	41
2021 Q3	$422K	Sell	5,704 -160	-3%	-$12.2K	0.23%	46
2021 Q2	$426K	Buy	5,864 +564	+11%	+$39K	0.27%	47
2021 Q1	$345K	Hold	5,300	–	–	0.24%	48
2020 Q4	$338K	Buy	+5,300	New	+$321K	0.27%	49

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

Oakwell Private Wealth Management's IVW Position: Q1 2026 in Review

Oakwell Private Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 5,240 shares worth $593K. The position accounts for 0.11% of the portfolio, ranked #50.

Oakwell Private Wealth Management first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. The position peaked at $646K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Oakwell Private Wealth Management held 5,240 shares of iShares S&P 500 Growth ETF worth $593K as of Q1 2026.
Oakwell Private Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.11% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #50 holding.
Oakwell Private Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
Oakwell Private Wealth Management's iShares S&P 500 Growth ETF position peaked at $646K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.