Petra Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Petra Financial Advisors’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	$383K	Hold	3,383	–	–	0.24%	91
2025 Q4	$417K	Buy	3,383 +1	+0%	+$122	0.24%	102
2025 Q3	$408K	Sell	3,382 -54	-2%	-$6.21K	0.24%	103
2025 Q2	$378K	Hold	3,436	–	–	0.24%	102
2025 Q1	$319K	Hold	3,436	–	–	0.26%	86
2024 Q4	$349K	Hold	3,436	–	–	0.24%	100
2024 Q3	$329K	Hold	3,436	–	–	0.22%	102
2024 Q2	$318K	Hold	3,436	–	–	0.23%	95
2024 Q1	$290K	Hold	3,436	–	–	0.21%	101
2023 Q4	$258K	Hold	3,436	–	–	0.22%	100
2023 Q3	$235K	Hold	3,436	–	–	0.2%	110
2023 Q2	$242K	Buy	+3,436	New	+$227K	0.22%	96
2023 Q1	–	Sell	-3,436	Closed	-$201K	–	92
2022 Q4	$201K	Buy	+3,436	New	+$206K	0.22%	91

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Petra Financial Advisors's IVW Position: Q1 2026 in Review

Petra Financial Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 3,383 shares worth $383K. The position accounts for 0.24% of the portfolio, ranked #91.

Petra Financial Advisors first reported a position in IVW in Q4 2022 and has held it in 13 quarters since. The position peaked at $417K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Petra Financial Advisors held 3,383 shares of iShares S&P 500 Growth ETF worth $383K as of Q1 2026.
Petra Financial Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.24% of Petra Financial Advisors's portfolio in Q1 2026, its #91 holding.
Petra Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 13 quarters since.
Petra Financial Advisors's iShares S&P 500 Growth ETF position peaked at $417K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.