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Personal CFO Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Personal CFO Solutions’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 		$2M Buy
+17,667
New +$2.12M 0.28% 61
2024
Q4 		– Sell
-13,691
Closed -$1.31M – 543
2024
Q3 		$1.31M Buy
13,691
+737
+6% +$68K 0.18% 106
2024
Q2 		$1.2M Buy
12,954
+2,862
+28% +$247K 0.18% 103
2024
Q1 		$852K Buy
10,092
+187
+2% +$15K 0.13% 151
2023
Q4 		$744K Buy
9,905
+1,324
+15% +$94.2K 0.13% 164
2023
Q3 		$587K Buy
8,581
+695
+9% +$49.2K 0.12% 167
2023
Q2 		$556K Sell
7,886
-113
-1% -$7.47K 0.11% 186
2023
Q1 		$511K Buy
7,999
+705
+10% +$43.1K 0.11% 190
2022
Q4 		$458K Sell
7,294
-3,832
-34% -$230K 0.1% 201
2022
Q3 		$644K Sell
11,126
-88
-0.8% -$5.72K 0.16% 123
2022
Q2 		$677K Sell
11,214
-1,098
-9% -$72.7K 0.16% 114
2022
Q1 		$940K Sell
12,312
-5,378
-30% -$404K 0.19% 108
2021
Q4 		$1.48M Sell
17,690
-1,270
-7% -$102K 0.28% 66
2021
Q3 		$1.4M Sell
18,960
-1,347
-7% -$103K 0.29% 67
2021
Q2 		$1.48M Sell
20,307
-487
-2% -$33.7K 0.3% 63
2021
Q1 		$1.35M Sell
20,794
-1,225
-6% -$79.2K 0.29% 67
2020
Q4 		$1.41M Buy
22,019
+935
+4% +$56.7K 0.35% 62
2020
Q3 		$1K Sell
21,084
-1,860
-8% -$105K 0.33% 90
2020
Q2 		$1.19M Sell
22,944
-10,540
-31% -$505K 0.35% 67
2020
Q1 		$1.38M Buy
33,484
+6,460
+24% +$305K 0.5% 45
2019
Q4 		$1.31M Buy
27,024
+1,424
+6% +$66K 0.37% 52
2019
Q3 		$1.15M Buy
+25,600
New +$1.16M 0.46% 52

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

Personal CFO Solutions's IVW Position: Q1 2026 in Review

Personal CFO Solutions opened a new position in iShares S&P 500 Growth ETF (IVW) in Q1 2026: 17,667 shares worth $2M. The stake represents 0.28% of the portfolio and ranks #61 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in IVW as recently as Q3 2024.

Personal CFO Solutions first reported a position in IVW in Q3 2019 and has held it in 22 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Personal CFO Solutions held 17,667 shares of iShares S&P 500 Growth ETF worth $2M as of Q1 2026.
  • iShares S&P 500 Growth ETF was a new Personal CFO Solutions position in Q1 2026.
  • iShares S&P 500 Growth ETF made up 0.28% of Personal CFO Solutions's portfolio in Q1 2026, its #61 holding.
  • Personal CFO Solutions first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and has held it in 22 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.