Oxford Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Oxford Financial Group’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	$4.69M	Sell	41,437 -2,410	-5%	-$290K	0.25%	35
2025 Q4	$5.4M	Buy	43,847 +3,533	+9%	+$432K	0.3%	29
2025 Q3	$4.87M	Buy	40,314 +1,212	+3%	+$139K	0.28%	34
2025 Q2	$4.31M	Sell	39,102 -1,212	-3%	-$120K	0.26%	35
2025 Q1	$3.74M	Buy	40,314 +2,053	+5%	+$207K	0.26%	36
2024 Q4	$3.88M	Buy	38,261 +6,995	+22%	+$698K	0.25%	38
2024 Q3	$2.99M	Hold	31,266	–	–	0.19%	44
2024 Q2	$2.89M	Sell	31,266 -14,641	-32%	-$1.26M	0.19%	43
2024 Q1	$3.88M	Hold	45,907	–	–	0.27%	38
2023 Q4	$3.45M	Buy	45,907 +9,924	+28%	+$706K	0.25%	39
2023 Q3	$2.46M	Sell	35,983 -13,850	-28%	-$980K	0.21%	43
2023 Q2	$3.51M	Hold	49,833	–	–	0.33%	35
2023 Q1	$3.18M	Hold	49,833	–	–	0.36%	34
2022 Q4	$2.92M	Sell	49,833 -12,330	-20%	-$740K	0.34%	33
2022 Q3	$3.6M	Hold	62,163	–	–	0.54%	26
2022 Q2	$3.75M	Sell	62,163 -2,500	-4%	-$165K	0.55%	26
2022 Q1	$4.94M	Hold	64,663	–	–	0.63%	22
2021 Q4	$5.41M	Buy	64,663 +58,267	+911%	+$4.69M	0.61%	22
2021 Q3	$473K	Hold	6,396	–	–	0.06%	117
2021 Q2	$465K	Hold	6,396	–	–	0.06%	118
2021 Q1	$416K	Hold	6,396	–	–	0.06%	121
2020 Q4	$408K	Hold	6,396	–	–	0.06%	124
2020 Q3	$369K	Buy	+6,396	New	+$362K	0.06%	119

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

Oxford Financial Group's IVW Position: Q1 2026 in Review

Oxford Financial Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.5% in Q1 2026, selling an estimated $290K and leaving 41,437 shares worth $4.69M. The position accounts for 0.25% of the portfolio, ranked #35.

Oxford Financial Group first reported a position in IVW in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.41M in Q4 2021. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Oxford Financial Group held 41,437 shares of iShares S&P 500 Growth ETF worth $4.69M as of Q1 2026.
Oxford Financial Group sold 2,410 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $290K.
iShares S&P 500 Growth ETF made up 0.25% of Oxford Financial Group's portfolio in Q1 2026, its #35 holding.
Oxford Financial Group first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 23 quarters since.
Oxford Financial Group's iShares S&P 500 Growth ETF position peaked at $5.41M in Q4 2021.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.