Power Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Power Wealth 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	$2.84M	Buy	25,141 +1,703	+7%	+$205K	1.06%	18
2025 Q4	$2.89M	Sell	23,438 -812	-3%	-$99.4K	1.02%	19
2025 Q3	$2.93M	Hold	24,250	–	–	1.07%	19
2025 Q2	$2.67M	Sell	24,250 -1,038	-4%	-$103K	1.03%	20
2025 Q1	$2.35M	Sell	25,288 -3,576	-12%	-$361K	0.95%	21
2024 Q4	$2.93M	Sell	28,864 -591	-2%	-$59K	1.22%	19
2024 Q3	$2.82M	Sell	29,455 -741	-2%	-$68.4K	1.2%	20
2024 Q2	$2.79M	Sell	30,196 -23,138	-43%	-$1.99M	1.34%	21
2024 Q1	$4.5M	Buy	53,334 +447	+0.8%	+$35.9K	2.83%	10
2023 Q4	$3.97M	Buy	+52,887	New	+$3.76M	2.76%	11

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

Power Wealth Management's IVW Position: Q1 2026 in Review

Power Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 7.3% in Q1 2026, buying an estimated $205K and bringing the position to 25,141 shares worth $2.84M. The position accounts for 1.06% of the portfolio, ranked #18.

Power Wealth Management first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.5M in Q1 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Power Wealth Management held 25,141 shares of iShares S&P 500 Growth ETF worth $2.84M as of Q1 2026.
Power Wealth Management bought 1,703 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $205K.
iShares S&P 500 Growth ETF made up 1.06% of Power Wealth Management's portfolio in Q1 2026, its #18 holding.
Power Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Power Wealth Management's iShares S&P 500 Growth ETF position peaked at $4.5M in Q1 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.