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

PACK 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 		$1.79M Sell
15,857
-346
-2% -$41.6K 0.82% 14
2025
Q4 		$2M Sell
16,203
-659
-4% -$80.7K 0.91% 15
2025
Q3 		$2.04M Sell
16,862
-26
-0.2% -$2.99K 0.96% 15
2025
Q2 		$1.86M Sell
16,888
-170
-1% -$16.8K 0.99% 13
2025
Q1 		$1.58M Hold
17,058
– – 0.94% 13
2024
Q4 		$1.73M Sell
17,058
-3
-0% -$299 1.02% 14
2024
Q3 		$1.63M Sell
17,061
-68
-0.4% -$6.28K 0.93% 14
2024
Q2 		$1.59M Sell
17,129
-92
-0.5% -$7.93K 0.99% 14
2024
Q1 		$1.45M Sell
17,221
-167
-1% -$13.4K 0.91% 14
2023
Q4 		$1.31M Sell
17,388
-1,265
-7% -$90K 0.88% 14
2023
Q3 		$1.28M Sell
18,653
-71
-0.4% -$5.02K 0.96% 13
2023
Q2 		$1.32M Sell
18,724
-610
-3% -$40.3K 0.99% 13
2023
Q1 		$1.24M Buy
19,334
+1,276
+7% +$78K 0.98% 14
2022
Q4 		$1.06M Hold
18,058
– – 0.91% 14
2022
Q3 		$1.04M Sell
18,058
-206
-1% -$13.4K 0.98% 13
2022
Q2 		$1.1M Sell
18,264
-676
-4% -$44.7K 1.01% 13
2022
Q1 		$1.45M Hold
18,940
– – 1.19% 12
2021
Q4 		$1.58M Buy
+18,940
New +$1.53M 1.26% 13

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

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

PACK Private Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.1% in Q1 2026, selling an estimated $41.6K and leaving 15,857 shares worth $1.79M. The position accounts for 0.82% of the portfolio, ranked #14.

PACK Private Wealth first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.04M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • PACK Private Wealth held 15,857 shares of iShares S&P 500 Growth ETF worth $1.79M as of Q1 2026.
  • PACK Private Wealth sold 346 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $41.6K.
  • iShares S&P 500 Growth ETF made up 0.82% of PACK Private Wealth's portfolio in Q1 2026, its #14 holding.
  • PACK Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • PACK Private Wealth's iShares S&P 500 Growth ETF position peaked at $2.04M in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.