Optiver Holding’s iShares S&P 500 Growth ETF IVW Stock Holding History

Optiver Holding’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	$840K	Buy	+7,426	New	+$893K	﹤0.01%	576
2025 Q4	–	Sell	-378	Closed	-$45.6K	–	2719
2025 Q3	$45.6K	Buy	+378	New	+$43.5K	﹤0.01%	801
2024 Q3	–	Sell	-1,064	Closed	-$98.4K	–	1021
2024 Q2	$98.4K	Buy	+1,064	New	+$91.7K	﹤0.01%	518
2022 Q2	–	Sell	-559	Closed	-$43K	–	443
2022 Q1	$43K	Sell	559 -306	-35%	-$23K	﹤0.01%	311
2021 Q4	$67K	Buy	865 +260	+43%	+$20.9K	﹤0.01%	363
2021 Q3	$45K	Buy	+605	New	+$46.1K	﹤0.01%	353

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

Optiver Holding's IVW Position: Q1 2026 in Review

Optiver Holding opened a new position in iShares S&P 500 Growth ETF (IVW) in Q1 2026: 7,426 shares worth $840K. The stake represents ﹤0.01% of the portfolio and ranks #576 among its holdings. This is a return to the name: Optiver Holding previously reported a position in IVW as recently as Q3 2025.

Optiver Holding first reported a position in IVW in Q3 2021 and has held it in 6 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Optiver Holding held 7,426 shares of iShares S&P 500 Growth ETF worth $840K as of Q1 2026.
iShares S&P 500 Growth ETF was a new Optiver Holding position in Q1 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Optiver Holding's portfolio in Q1 2026, its #576 holding.
Optiver Holding first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 6 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Optiver Holding's 13F filing for Q1 2026, filed 15 May 2026.