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Pin Oak Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Pin Oak Investment 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 		$80K Hold
704
– – 0.06% 165
2025
Q4 		$85K Hold
704
– – 0.06% 161
2025
Q3 		$85K Sell
704
-60
-8% -$6.9K 0.06% 163
2025
Q2 		$70K Sell
764
-40
-5% -$3.96K 0.06% 168
2025
Q1 		$71K Sell
804
-25
-3% -$2.52K 0.05% 168
2024
Q4 		$79K Hold
829
– – 0.07% 150
2024
Q3 		$79K Sell
829
-200
-19% -$18.5K 0.07% 151
2024
Q2 		$95K Hold
1,029
– – 0.09% 135
2024
Q1 		$87K Hold
1,029
– – 0.08% 142
2023
Q4 		$77K Hold
1,029
– – 0.08% 141
2023
Q3 		$71K Sell
1,029
-71
-6% -$5.02K 0.08% 141
2023
Q2 		$78K Sell
1,100
-150
-12% -$9.92K 0.09% 136
2023
Q1 		$80K Sell
1,250
-500
-29% -$30.6K 0.1% 128
2022
Q4 		$102K Hold
1,750
– – 0.13% 105
2022
Q3 		$101K Hold
1,750
– – 0.13% 101
2022
Q2 		$106K Sell
1,750
-80
-4% -$5.29K 0.13% 100
2022
Q1 		$140K Sell
1,830
-30
-2% -$2.25K 0.15% 96
2021
Q4 		$156K Hold
1,860
– – 0.16% 91
2021
Q3 		$137K Hold
1,860
– – 0.15% 96
2021
Q2 		$135K Hold
1,860
– – 0.14% 104
2021
Q1 		$121K Hold
1,860
– – 0.1% 123
2020
Q4 		$119K Hold
1,860
– – 0.1% 127
2020
Q3 		$107K Hold
1,860
– – 0.1% 124
2020
Q2 		$96K Hold
1,860
– – 0.09% 130
2020
Q1 		$77K Hold
1,860
– – 0.08% 146
2019
Q4 		$90K Sell
1,860
-220
-11% -$10.2K 0.07% 144
2019
Q3 		$94K Hold
2,080
– – 0.08% 150
2019
Q2 		$93K Hold
2,080
– – 0.07% 156
2019
Q1 		$90K Sell
2,080
-200
-9% -$8.19K 0.07% 155
2018
Q4 		$86K Hold
2,280
– – 0.08% 153
2018
Q3 		$101K Hold
2,280
– – 0.08% 152
2018
Q2 		$93K Hold
2,280
– – 0.07% 156
2018
Q1 		$88K Sell
2,280
-400
-15% -$16K 0.07% 156
2017
Q4 		$102K Buy
+2,680
New +$100K 0.08% 151

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

Pin Oak Investment Advisors's IVW Position: Q1 2026 in Review

Pin Oak Investment Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 704 shares worth $80K. The position accounts for 0.06% of the portfolio, ranked #165.

Pin Oak Investment Advisors first reported a position in IVW in Q4 2017 and has held it in 34 quarters since. The position peaked at $156K in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Pin Oak Investment Advisors held 704 shares of iShares S&P 500 Growth ETF worth $80K as of Q1 2026.
  • Pin Oak Investment Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Growth ETF made up 0.06% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #165 holding.
  • Pin Oak Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • Pin Oak Investment Advisors's iShares S&P 500 Growth ETF position peaked at $156K in Q4 2021.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.