Peterson Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.6M | Buy |
49,468
+25
| +0.1% | +$3.01K | 0.74% | 21 |
|
|
2025
Q4 | $6.09M | Sell |
49,443
-637
| -1% | -$78K | 0.81% | 21 |
|
|
2025
Q3 | $6.06M | Buy |
50,080
+529
| +1% | +$60.8K | 0.91% | 20 |
|
|
2025
Q2 | $5.46M | Sell |
49,551
-8,421
| -15% | -$833K | 0.9% | 19 |
|
|
2025
Q1 | $4.87M | Buy |
57,972
+1,489
| +3% | +$150K | 0.94% | 18 |
|
|
2024
Q4 | $5.83M | Sell |
56,483
-3,543
| -6% | -$353K | 1.05% | 16 |
|
|
2024
Q3 | $5.75M | Sell |
60,026
-1,878
| -3% | -$173K | 1.09% | 14 |
|
|
2024
Q2 | $5.73M | Sell |
61,904
-128
| -0.2% | -$11K | 1.2% | 13 |
|
|
2024
Q1 | $5.24M | Buy |
62,032
+15
| +0% | +$1.21K | 1.11% | 13 |
|
|
2023
Q4 | $4.66M | Buy |
62,017
+52
| +0.1% | +$3.7K | 1.11% | 14 |
|
|
2023
Q3 | $4.24M | Buy |
61,965
+53
| +0.1% | +$3.75K | 1.14% | 14 |
|
|
2023
Q2 | $4.36M | Sell |
61,912
-879
| -1% | -$58.1K | 1.15% | 14 |
|
|
2023
Q1 | $4.01M | Buy |
62,791
+799
| +1% | +$48.8K | 1.1% | 15 |
|
|
2022
Q4 | $3.63M | Buy |
61,992
+525
| +0.9% | +$31.5K | 1.09% | 15 |
|
|
2022
Q3 | $3.56M | Sell |
61,467
-462
| -0.7% | -$30K | 1.19% | 14 |
|
|
2022
Q2 | $3.74M | Buy |
61,929
+216
| +0.4% | +$14.3K | 1.23% | 14 |
|
|
2022
Q1 | $4.71M | Buy |
61,713
+190
| +0.3% | +$14.3K | 1.39% | 14 |
|
|
2021
Q4 | $5.15M | Sell |
61,523
-340
| -0.5% | -$27.4K | 1.48% | 15 |
|
|
2021
Q3 | $4.57M | Sell |
61,863
-253
| -0.4% | -$19.3K | 1.51% | 14 |
|
|
2021
Q2 | $4.52M | Buy |
62,116
+24
| +0% | +$1.66K | 1.6% | 13 |
|
|
2021
Q1 | $4.04M | Buy |
62,092
+1,151
| +2% | +$74.4K | 1.65% | 13 |
|
|
2020
Q4 | $3.89M | Sell |
60,941
-35
| -0.1% | -$2.12K | 1.71% | 13 |
|
|
2020
Q3 | $3.52M | Sell |
60,976
-56
| -0.1% | -$3.17K | 1.8% | 13 |
|
|
2020
Q2 | $3.17M | Buy |
61,032
+19,816
| +48% | +$950K | 1.69% | 14 |
|
|
2020
Q1 | $1.7M | Buy |
41,216
+5,300
| +15% | +$251K | 1.1% | 14 |
|
|
2019
Q4 | $1.74M | Sell |
35,916
-308
| -0.9% | -$14.3K | 0.99% | 13 |
|
|
2019
Q3 | $1.63M | Buy |
36,224
+192
| +0.5% | +$8.69K | 1% | 13 |
|
|
2019
Q2 | $1.61M | Buy |
36,032
+148
| +0.4% | +$6.51K | 1.02% | 13 |
|
|
2019
Q1 | $1.58M | Buy |
35,884
+4,348
| +14% | +$178K | 1.06% | 13 |
|
|
2018
Q4 | $1.19M | Sell |
31,536
-1,276
| -4% | -$51.6K | 0.94% | 15 |
|
|
2018
Q3 | $1.45M | Sell |
32,812
-2,716
| -8% | -$117K | 1.06% | 15 |
|
|
2018
Q2 | $1.44M | Sell |
35,528
-2,988
| -8% | -$120K | 1.17% | 15 |
|
|
2018
Q1 | $1.49M | Sell |
38,516
-3,140
| -8% | -$125K | 1.23% | 15 |
|
|
2017
Q4 | $1.59M | Buy |
+41,656
| New | +$1.56M | 1.44% | 12 |
|
Other funds holding IVW
Peterson Wealth Advisors's IVW Position: Q1 2026 in Review
Peterson Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.05% in Q1 2026, buying an estimated $3.01K and bringing the position to 49,468 shares worth $5.6M. The position accounts for 0.74% of the portfolio, ranked #21.
Peterson Wealth Advisors first reported a position in IVW in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.09M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Peterson Wealth Advisors held 49,468 shares of iShares S&P 500 Growth ETF worth $5.6M as of Q1 2026.
- Peterson Wealth Advisors bought 25 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $3.01K.
- iShares S&P 500 Growth ETF made up 0.74% of Peterson Wealth Advisors's portfolio in Q1 2026, its #21 holding.
- Peterson Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 34 quarters since.
- Peterson Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $6.09M in Q4 2025.
- 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.