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Phillips Financial Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Phillips Financial Management’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 		$423K Sell
3,739
-134
-3% -$16.1K 0.03% 149
2025
Q4 		$477K Sell
3,873
-24
-0.6% -$2.94K 0.03% 145
2025
Q3 		$470K Hold
3,897
– – 0.03% 153
2025
Q2 		$429K Hold
3,897
– – 0.03% 147
2025
Q1 		$362K Hold
3,897
– – 0.03% 147
2024
Q4 		$396K Sell
3,897
-13
-0.3% -$1.3K 0.03% 141
2024
Q3 		$374K Sell
3,910
-332
-8% -$30.7K 0.03% 143
2024
Q2 		$393K Buy
4,242
+65
+2% +$5.6K 0.03% 140
2024
Q1 		$353K Sell
4,177
-25
-0.6% -$2.01K 0.03% 145
2023
Q4 		$316K Sell
4,202
-974
-19% -$69.3K 0.03% 149
2023
Q3 		$354K Sell
5,176
-825
-14% -$58.4K 0.03% 142
2023
Q2 		$423K Hold
6,001
– – 0.04% 130
2023
Q1 		$383K Sell
6,001
-1,317
-18% -$80.5K 0.04% 131
2022
Q4 		$428K Sell
7,318
-1,480
-17% -$88.9K 0.04% 117
2022
Q3 		$509K Buy
+8,798
New +$572K 0.06% 113
2022
Q2 		– Sell
-14,424
Closed -$1.1M – 125
2022
Q1 		$1.1M Sell
14,424
-3,143
-18% -$236K 0.1% 81
2021
Q4 		$1.47M Hold
17,567
– – 0.14% 68
2021
Q3 		$1.3M Hold
17,567
– – 0.13% 68
2021
Q2 		$1.28M Hold
17,567
– – 0.13% 70
2021
Q1 		$1.14M Sell
17,567
-4,173
-19% -$270K 0.14% 68
2020
Q4 		$1.39M Buy
+21,740
New +$1.32M 0.19% 66

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

Phillips Financial Management's IVW Position: Q1 2026 in Review

Phillips Financial Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.5% in Q1 2026, selling an estimated $16.1K and leaving 3,739 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #149.

Phillips Financial Management first reported a position in IVW in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.47M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Phillips Financial Management held 3,739 shares of iShares S&P 500 Growth ETF worth $423K as of Q1 2026.
  • Phillips Financial Management sold 134 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $16.1K.
  • iShares S&P 500 Growth ETF made up 0.03% of Phillips Financial Management's portfolio in Q1 2026, its #149 holding.
  • Phillips Financial Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • Phillips Financial Management's iShares S&P 500 Growth ETF position peaked at $1.47M in Q4 2021.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.