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

ORBA 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	$620K	Hold	5,478	–	–	0.74%	39
2025 Q4	$675K	Hold	5,478	–	–	0.59%	44
2025 Q3	$661K	Hold	5,478	–	–	0.54%	43
2025 Q2	$603K	Sell	5,478 -490	-8%	-$48.5K	0.55%	43
2025 Q1	$554K	Hold	5,968	–	–	0.28%	61
2024 Q4	$606K	Hold	5,968	–	–	0.32%	55
2024 Q3	$571K	Sell	5,968 -452	-7%	-$41.7K	0.29%	56
2024 Q2	$594K	Buy	6,420 +820	+15%	+$70.7K	0.31%	52
2024 Q1	$473K	Sell	5,600 -400	-7%	-$32.1K	0.26%	61
2023 Q4	$451K	Buy	+6,000	New	+$427K	0.27%	56

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

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

ORBA Wealth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 5,478 shares worth $620K. The position accounts for 0.74% of the portfolio, ranked #39.

ORBA Wealth Advisors first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $675K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

ORBA Wealth Advisors held 5,478 shares of iShares S&P 500 Growth ETF worth $620K as of Q1 2026.
ORBA Wealth Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.74% of ORBA Wealth Advisors's portfolio in Q1 2026, its #39 holding.
ORBA Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
ORBA Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $675K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.