Plan Group Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Plan Group 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	$494K	Buy	4,364 +2,457	+129%	+$296K	0.12%	126
2025 Q4	$235K	Sell	1,907 -357	-16%	-$43.7K	0.06%	177
2025 Q3	$273K	Buy	2,264 +257	+13%	+$29.6K	0.07%	149
2025 Q2	$221K	Buy	+2,007	New	+$199K	0.07%	146
2025 Q1	–	Sell	-2,007	Closed	-$204K	–	150
2024 Q4	$204K	Sell	2,007 -102	-5%	-$10.2K	0.11%	111
2024 Q3	$202K	Buy	+2,109	New	+$195K	0.11%	109

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

Plan Group Financial's IVW Position: Q1 2026 in Review

Plan Group Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 129% in Q1 2026, buying an estimated $296K and bringing the position to 4,364 shares worth $494K. The position accounts for 0.12% of the portfolio, ranked #126.

Plan Group Financial first reported a position in IVW in Q3 2024 and has held it in 6 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Plan Group Financial held 4,364 shares of iShares S&P 500 Growth ETF worth $494K as of Q1 2026.
Plan Group Financial bought 2,457 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $296K.
iShares S&P 500 Growth ETF made up 0.12% of Plan Group Financial's portfolio in Q1 2026, its #126 holding.
Plan Group Financial first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 6 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.