PKS Advisory Services’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
$8.42M Buy
74,436
+3,042
+4% +$366K 1.96% 7
2025
Q4
$8.8M Sell
71,394
-2,813
-4% -$344K 2.01% 7
2025
Q3
$8.96M Buy
74,207
+3,499
+5% +$402K 1.87% 8
2025
Q2
$7.79M Sell
70,708
-264
-0.4% -$26.1K 1.92% 7
2025
Q1
$6.57M Sell
70,972
-924
-1% -$93.2K 1.8% 7
2024
Q4
$42.3M Buy
+71,896
New +$7.17M 10.58% 2

Other funds holding IVW

PKS Advisory Services's IVW Position: Q1 2026 in Review

PKS Advisory Services increased its iShares S&P 500 Growth ETF (IVW) stake by 4.3% in Q1 2026, buying an estimated $366K and bringing the position to 74,436 shares worth $8.42M. The position accounts for 1.96% of the portfolio, ranked #7.

PKS Advisory Services first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $42.3M in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • PKS Advisory Services held 74,436 shares of iShares S&P 500 Growth ETF worth $8.42M as of Q1 2026.
  • PKS Advisory Services bought 3,042 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $366K.
  • iShares S&P 500 Growth ETF made up 1.96% of PKS Advisory Services's portfolio in Q1 2026, its #7 holding.
  • PKS Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • PKS Advisory Services's iShares S&P 500 Growth ETF position peaked at $42.3M in Q4 2024.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.