Opal Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Opal Wealth 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	$779K	Sell	6,887 -961	-12%	-$116K	0.18%	59
2025 Q4	$967K	Buy	7,848 +1,860	+31%	+$228K	0.25%	51
2025 Q3	$723K	Sell	5,988 -230	-4%	-$26.5K	0.2%	67
2025 Q2	$685K	Buy	6,218 +5,370	+633%	+$532K	0.19%	67
2025 Q1	$78.7K	Sell	848 -5,452	-87%	-$550K	0.02%	298
2024 Q4	$640K	Buy	+6,300	New	+$628K	0.19%	75
2024 Q3	–	Sell	-1,339	Closed	-$124K	–	684
2024 Q2	$124K	Buy	+1,339	New	+$115K	0.04%	246
2023 Q1	–	Sell	-18,890	Closed	-$1.11M	–	126
2022 Q4	$1.11M	Buy	18,890 +7,206	+62%	+$433K	0.61%	25
2022 Q3	$676K	Buy	11,684 +947	+9%	+$61.5K	0.49%	30
2022 Q2	$648K	Buy	+10,737	New	+$711K	0.43%	35

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

Opal Wealth Advisors's IVW Position: Q1 2026 in Review

Opal Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q1 2026, selling an estimated $116K and leaving 6,887 shares worth $779K. The position accounts for 0.18% of the portfolio, ranked #59.

Opal Wealth Advisors first reported a position in IVW in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.11M in Q4 2022. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Opal Wealth Advisors held 6,887 shares of iShares S&P 500 Growth ETF worth $779K as of Q1 2026.
Opal Wealth Advisors sold 961 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $116K.
iShares S&P 500 Growth ETF made up 0.18% of Opal Wealth Advisors's portfolio in Q1 2026, its #59 holding.
Opal Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 10 quarters since.
Opal Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $1.11M in Q4 2022.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.