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Patten & Patten’s iShares S&P 500 Growth ETF IVW Stock Holding History

Patten & Patten’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 		$474K Sell
4,191
-100
-2% -$12K 0.03% 243
2025
Q4 		$529K Buy
4,291
+57
+1% +$6.98K 0.03% 236
2025
Q3 		$511K Buy
4,234
+1,977
+88% +$227K 0.03% 242
2025
Q2 		$248K Sell
2,257
-400
-15% -$39.6K 0.02% 287
2025
Q1 		$247K Hold
2,657
– – 0.02% 287
2024
Q4 		$270K Sell
2,657
-63
-2% -$6.29K 0.02% 272
2024
Q3 		$260K Sell
2,720
-75
-3% -$6.92K 0.02% 273
2024
Q2 		$259K Buy
2,795
+13
+0.5% +$1.12K 0.02% 270
2024
Q1 		$235K Hold
2,782
– – 0.02% 283
2023
Q4 		$209K Buy
+2,782
New +$198K 0.02% 273

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

Patten & Patten's IVW Position: Q1 2026 in Review

Patten & Patten reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.3% in Q1 2026, selling an estimated $12K and leaving 4,191 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #243.

Patten & Patten first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $529K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Patten & Patten held 4,191 shares of iShares S&P 500 Growth ETF worth $474K as of Q1 2026.
  • Patten & Patten sold 100 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $12K.
  • iShares S&P 500 Growth ETF made up 0.03% of Patten & Patten's portfolio in Q1 2026, its #243 holding.
  • Patten & Patten first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Patten & Patten's iShares S&P 500 Growth ETF position peaked at $529K in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.