PIFP
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Partners in Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Partners in Financial Planning’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 		$397K Sell
3,509
-88
-2% -$10.6K 0.07% 88
2025
Q4 		$443K Buy
3,597
+2
+0.1% +$245 0.08% 79
2025
Q3 		$434K Buy
3,595
+3
+0.1% +$345 0.08% 80
2025
Q2 		$396K Buy
3,592
+2
+0.1% +$198 0.07% 82
2025
Q1 		$333K Sell
3,590
-250
-7% -$25.2K 0.07% 82
2024
Q4 		$390K Sell
3,840
-951
-20% -$94.9K 0.08% 75
2024
Q3 		$459K Sell
4,791
-192
-4% -$17.7K 0.09% 68
2024
Q2 		$461K Sell
4,983
-245
-5% -$21.1K 0.1% 68
2024
Q1 		$441K Buy
5,228
+730
+16% +$58.6K 0.1% 69
2023
Q4 		$338K Sell
4,498
-1,199
-21% -$85.3K 0.08% 74
2023
Q3 		$390K Sell
5,697
-203
-3% -$14.4K 0.1% 66
2023
Q2 		$416K Sell
5,900
-259
-4% -$17.1K 0.11% 64
2023
Q1 		$394K Sell
6,159
-191
-3% -$11.7K 0.1% 65
2022
Q4 		$367K Sell
6,350
-82
-1% -$4.92K 0.1% 66
2022
Q3 		$396K Sell
6,432
-79
-1% -$5.13K 0.11% 62
2022
Q2 		$432K Sell
6,511
-152
-2% -$10.1K 0.14% 60
2022
Q1 		$461K Buy
6,663
+2
+0% +$150 0.15% 53
2021
Q4 		$491K Sell
6,661
-148
-2% -$11.9K 0.15% 51
2021
Q3 		$503K Sell
6,809
-31
-0.5% -$2.36K 0.16% 49
2021
Q2 		$497K Buy
+6,840
New +$473K 0.16% 47

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return

Partners in Financial Planning's IVW Position: Q1 2026 in Review

Partners in Financial Planning reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.4% in Q1 2026, selling an estimated $10.6K and leaving 3,509 shares worth $397K. The position accounts for 0.07% of the portfolio, ranked #88.

Partners in Financial Planning first reported a position in IVW in Q2 2021 and has held it in 20 quarters since. The position peaked at $503K in Q3 2021. 2,045 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Partners in Financial Planning held 3,509 shares of iShares S&P 500 Growth ETF worth $397K as of Q1 2026.
  • Partners in Financial Planning sold 88 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $10.6K.
  • iShares S&P 500 Growth ETF made up 0.07% of Partners in Financial Planning's portfolio in Q1 2026, its #88 holding.
  • Partners in Financial Planning first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • Partners in Financial Planning's iShares S&P 500 Growth ETF position peaked at $503K in Q3 2021.
  • 2,045 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.