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Petix & Botte Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Petix & Botte Financial’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 		$1.05M Sell
4,637
-4,667
-50% -$561K 0.23% 57
2025
Q4 		$1.15M Sell
9,304
-276
-3% -$33.8K 0.26% 55
2025
Q3 		$1.16M Hold
9,580
– – 0.27% 53
2025
Q2 		$1.05M Buy
9,580
+3,400
+55% +$337K 0.26% 55
2025
Q1 		$574K Sell
6,180
-6
-0.1% -$605 0.15% 76
2024
Q4 		$628K Sell
6,186
-398
-6% -$39.7K 0.17% 75
2024
Q3 		$630K Sell
6,584
-13
-0.2% -$1.2K 0.17% 64
2024
Q2 		$610K Buy
6,597
+3,293
+100% +$284K 0.17% 65
2024
Q1 		$279K Sell
3,304
-3,244
-50% -$261K 0.07% 115
2023
Q4 		$492K Sell
6,548
-820
-11% -$58.4K 0.14% 66
2023
Q3 		$504K Hold
7,368
– – 0.16% 67
2023
Q2 		$519K Buy
7,368
+3,684
+100% +$244K 0.16% 65
2023
Q1 		$235K Buy
+3,684
New +$225K 0.16% 68
2022
Q3 		$213K Hold
3,684
– – 0.16% 67
2022
Q2 		$222K Sell
3,684
-3,684
-50% -$244K 0.16% 66
2022
Q1 		$563K Buy
7,368
+3,684
+100% +$277K 0.17% 62
2021
Q4 		$308K Sell
3,684
-3,684
-50% -$297K 0.2% 66
2021
Q3 		$544K Buy
7,368
+3,768
+105% +$287K 0.18% 63
2021
Q2 		$262K Hold
3,600
– – 0.18% 69
2021
Q1 		$234K Hold
3,600
– – 0.17% 71
2020
Q4 		$230K Hold
3,600
– – 0.17% 76
2020
Q3 		$208K Sell
3,600
-5,680
-61% -$321K 0.17% 75
2020
Q2 		$241K Buy
9,280
+4,444
+92% +$213K 0.2% 64
2020
Q1 		$200K Hold
4,836
– – 0.19% 65
2019
Q4 		$233K Buy
+4,836
New +$224K 0.18% 71

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

Petix & Botte Financial's IVW Position: Q1 2026 in Review

Petix & Botte Financial reduced its iShares S&P 500 Growth ETF (IVW) stake by 50% in Q1 2026, selling an estimated $561K and leaving 4,637 shares worth $1.05M. The position accounts for 0.23% of the portfolio, ranked #57.

Petix & Botte Financial first reported a position in IVW in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.16M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Petix & Botte Financial held 4,637 shares of iShares S&P 500 Growth ETF worth $1.05M as of Q1 2026.
  • Petix & Botte Financial sold 4,667 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $561K.
  • iShares S&P 500 Growth ETF made up 0.23% of Petix & Botte Financial's portfolio in Q1 2026, its #57 holding.
  • Petix & Botte Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • Petix & Botte Financial's iShares S&P 500 Growth ETF position peaked at $1.16M in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.