Parsons Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Parsons Capital Management’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	$277K	Buy	2,448 +48	+2%	+$5.77K	0.01%	430
2025 Q4	$296K	Hold	2,400	–	–	0.02%	395
2025 Q3	$290K	Hold	2,400	–	–	0.02%	392
2025 Q2	$264K	Hold	2,400	–	–	0.02%	392
2025 Q1	$223K	Hold	2,400	–	–	0.01%	412
2024 Q4	$244K	Hold	2,400	–	–	0.01%	408
2024 Q3	$230K	Hold	2,400	–	–	0.01%	417
2024 Q2	$222K	Sell	2,400 -160	-6%	-$13.8K	0.02%	415
2024 Q1	$216K	Buy	+2,560	New	+$206K	0.01%	419
2022 Q2	–	Sell	-3,281	Closed	-$251K	–	421
2022 Q1	$251K	Sell	3,281 -80	-2%	-$6.01K	0.02%	392
2021 Q4	$281K	Buy	3,361 +421	+14%	+$33.9K	0.02%	388
2021 Q3	$217K	Hold	2,940	–	–	0.02%	405
2021 Q2	$214K	Buy	+2,940	New	+$203K	0.02%	396
2021 Q1	–	Sell	-3,132	Closed	-$200K	–	412
2020 Q4	$200K	Buy	+3,132	New	+$190K	0.02%	366

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

Parsons Capital Management's IVW Position: Q1 2026 in Review

Parsons Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 2% in Q1 2026, buying an estimated $5.77K and bringing the position to 2,448 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #430.

Parsons Capital Management first reported a position in IVW in Q4 2020 and has held it in 14 quarters since. The position peaked at $296K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Parsons Capital Management held 2,448 shares of iShares S&P 500 Growth ETF worth $277K as of Q1 2026.
Parsons Capital Management bought 48 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $5.77K.
iShares S&P 500 Growth ETF made up 0.01% of Parsons Capital Management's portfolio in Q1 2026, its #430 holding.
Parsons Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 14 quarters since.
Parsons Capital Management's iShares S&P 500 Growth ETF position peaked at $296K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.