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

Oxler Private Wealth’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	$765K	Buy	6,764 +4	+0.1%	+$481	0.24%	48
2025 Q4	$833K	Buy	6,760 +6	+0.1%	+$734	0.24%	49
2025 Q3	$815K	Buy	6,754 +6	+0.1%	+$690	0.24%	50
2025 Q2	$743K	Buy	6,748 +5	+0.1%	+$495	0.23%	52
2025 Q1	$626K	Buy	6,743 +6	+0.1%	+$605	0.22%	55
2024 Q4	$684K	Buy	6,737 +7	+0.1%	+$698	0.22%	56
2024 Q3	$644K	Buy	6,730 +7	+0.1%	+$646	0.22%	55
2024 Q2	$622K	Buy	6,723 +4	+0.1%	+$345	0.23%	56
2024 Q1	$567K	Buy	6,719 +5	+0.1%	+$402	0.22%	58
2023 Q4	$504K	Buy	6,714 +32	+0.5%	+$2.28K	0.42%	43
2023 Q3	$457K	Sell	6,682 -2	-0%	-$142	0.23%	72
2023 Q2	$471K	Buy	6,684 +11	+0.2%	+$727	0.22%	72
2023 Q1	$426K	Buy	6,673 +15	+0.2%	+$917	0.21%	74
2022 Q4	$389K	Buy	6,658 +13	+0.2%	+$781	0.21%	78
2022 Q3	$449K	Buy	6,645 +12	+0.2%	+$780	0.25%	73
2022 Q2	$400K	Buy	6,633 +22	+0.3%	+$1.46K	0.19%	83
2022 Q1	$504K	Hold	6,611	–	–	0.23%	81
2021 Q4	$553K	Buy	6,611 +7	+0.1%	+$564	0.23%	87
2021 Q3	$488K	Hold	6,604	–	–	0.22%	94
2021 Q2	$480K	Hold	6,604	–	–	0.21%	98
2021 Q1	$429K	Hold	6,604	–	–	0.22%	91
2020 Q4	$421K	Buy	+6,604	New	+$400K	0.24%	75

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

Oxler Private Wealth's IVW Position: Q1 2026 in Review

Oxler Private Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 0.06% in Q1 2026, buying an estimated $481 and bringing the position to 6,764 shares worth $765K. The position accounts for 0.24% of the portfolio, ranked #48.

Oxler Private Wealth first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. The position peaked at $833K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Oxler Private Wealth held 6,764 shares of iShares S&P 500 Growth ETF worth $765K as of Q1 2026.
Oxler Private Wealth bought 4 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $481.
iShares S&P 500 Growth ETF made up 0.24% of Oxler Private Wealth's portfolio in Q1 2026, its #48 holding.
Oxler Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
Oxler Private Wealth's iShares S&P 500 Growth ETF position peaked at $833K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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