PSF
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Pacific Sun Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Pacific Sun Financial’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 		$1.15M Buy
10,208
+224
+2% +$26.9K 0.56% 53
2025
Q4 		$1.23M Buy
9,984
+150
+2% +$18.4K 0.59% 51
2025
Q3 		$1.19M Hold
9,834
– – 0.57% 52
2025
Q2 		$1.08M Sell
9,834
-480
-5% -$47.5K 0.57% 53
2025
Q1 		$957K Hold
10,314
– – 0.54% 52
2024
Q4 		$1.05M Hold
10,314
– – 0.57% 52
2024
Q3 		$988K Hold
10,314
– – 0.54% 54
2024
Q2 		$954K Sell
10,314
-190
-2% -$16.4K 0.56% 53
2024
Q1 		$887K Sell
10,504
-135
-1% -$10.8K 0.52% 57
2023
Q4 		$799K Hold
10,639
– – 0.5% 60
2023
Q3 		$728K Sell
10,639
-700
-6% -$49.5K 0.5% 60
2023
Q2 		$724K Buy
+11,339
New +$750K 0.48% 63
2022
Q4 		$666K Sell
11,379
-880
-7% -$52.8K 0.47% 66
2022
Q3 		$709K Sell
12,259
-615
-5% -$40K 0.5% 64
2022
Q2 		$777K Buy
12,874
+1,330
+12% +$88K 0.51% 65
2022
Q1 		$882K Buy
11,544
+300
+3% +$22.5K 0.48% 67
2021
Q4 		$941K Buy
11,244
+100
+0.9% +$8.06K 0.5% 64
2021
Q3 		$824K Buy
+11,144
New +$849K 0.47% 66
2020
Q3 		$804K Buy
13,912
+80
+0.6% +$4.53K 0.67% 51
2020
Q2 		$718K Sell
13,832
-560
-4% -$26.8K 0.65% 56
2020
Q1 		$594K Buy
14,392
+64
+0.4% +$3.03K 0.68% 54
2019
Q4 		$694K Sell
14,328
-160
-1% -$7.42K 0.61% 56
2019
Q3 		$652K Buy
14,488
+508
+4% +$23K 0.62% 55
2019
Q2 		$626K Buy
+13,980
New +$615K 0.6% 57
2018
Q2 		$502K Sell
11,680
-120
-1% -$4.82K 0.52% 64
2018
Q1 		$457K Buy
+11,800
New +$471K 0.6% 58

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Pacific Sun Financial's IVW Position: Q1 2026 in Review

Pacific Sun Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 2.2% in Q1 2026, buying an estimated $26.9K and bringing the position to 10,208 shares worth $1.15M. The position accounts for 0.56% of the portfolio, ranked #53.

Pacific Sun Financial first reported a position in IVW in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.23M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Pacific Sun Financial held 10,208 shares of iShares S&P 500 Growth ETF worth $1.15M as of Q1 2026.
  • Pacific Sun Financial bought 224 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $26.9K.
  • iShares S&P 500 Growth ETF made up 0.56% of Pacific Sun Financial's portfolio in Q1 2026, its #53 holding.
  • Pacific Sun Financial first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and has held it in 26 quarters since.
  • Pacific Sun Financial's iShares S&P 500 Growth ETF position peaked at $1.23M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.