Premier Path Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Premier Path Wealth Partners’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	$213K	Hold	1,879	–	–	0.03%	387
2025 Q4	$232K	Hold	1,879	–	–	0.03%	373
2025 Q3	$227K	Sell	1,879 -71	-4%	-$8.17K	0.03%	373
2025 Q2	$215K	Buy	+1,950	New	+$193K	0.03%	371
2025 Q1	–	Sell	-2,032	Closed	-$206K	–	380
2024 Q4	$206K	Sell	2,032 -182	-8%	-$18.2K	0.03%	361
2024 Q3	$212K	Buy	+2,214	New	+$204K	0.03%	344

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

Premier Path Wealth Partners's IVW Position: Q1 2026 in Review

Premier Path Wealth Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 1,879 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #387.

Premier Path Wealth Partners first reported a position in IVW in Q3 2024 and has held it in 6 quarters since. The position peaked at $232K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Premier Path Wealth Partners held 1,879 shares of iShares S&P 500 Growth ETF worth $213K as of Q1 2026.
Premier Path Wealth Partners left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.03% of Premier Path Wealth Partners's portfolio in Q1 2026, its #387 holding.
Premier Path Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 6 quarters since.
Premier Path Wealth Partners's iShares S&P 500 Growth ETF position peaked at $232K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.