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

Principle 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	$602K	Hold	5,319	–	–	0.03%	220
2025 Q4	$656K	Hold	5,319	–	–	0.04%	209
2025 Q3	$642K	Hold	5,319	–	–	0.04%	205
2025 Q2	$586K	Hold	5,319	–	–	0.04%	219
2025 Q1	$494K	Hold	5,319	–	–	0.04%	227
2024 Q4	$540K	Hold	5,319	–	–	0.04%	214
2024 Q3	$509K	Hold	5,319	–	–	0.04%	221
2024 Q2	$492K	Hold	5,319	–	–	0.04%	221
2024 Q1	$449K	Hold	5,319	–	–	0.04%	233
2023 Q4	$399K	Hold	5,319	–	–	0.03%	235
2023 Q3	$364K	Hold	5,319	–	–	0.04%	236
2023 Q2	$375K	Hold	5,319	–	–	0.04%	233
2023 Q1	$340K	Hold	5,319	–	–	0.04%	239
2022 Q4	$311K	Sell	5,319 -225	-4%	-$13.5K	0.04%	243
2022 Q3	$321	Buy	5,544 +225	+4%	+$14.6K	0.03%	226
2022 Q2	$321K	Hold	5,319	–	–	0.04%	234
2022 Q1	$406K	Hold	5,319	–	–	0.04%	224
2021 Q4	$445K	Hold	5,319	–	–	0.05%	216
2021 Q3	$393K	Hold	5,319	–	–	0.05%	222
2021 Q2	$387K	Hold	5,319	–	–	0.04%	223
2021 Q1	$346K	Sell	5,319 -513	-9%	-$33.2K	0.04%	224
2020 Q4	$372K	Hold	5,832	–	–	0.05%	206
2020 Q3	$337K	Buy	5,832 +1,964	+51%	+$111K	0.09%	111
2020 Q2	$201K	Buy	+3,868	New	+$185K	0.06%	146

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

Principle Wealth Partners's IVW Position: Q1 2026 in Review

Principle Wealth Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 5,319 shares worth $602K. The position accounts for 0.03% of the portfolio, ranked #220.

Principle Wealth Partners first reported a position in IVW in Q2 2020 and has held it in 24 quarters since. The position peaked at $656K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Principle Wealth Partners held 5,319 shares of iShares S&P 500 Growth ETF worth $602K as of Q1 2026.
Principle 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 Principle Wealth Partners's portfolio in Q1 2026, its #220 holding.
Principle Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 24 quarters since.
Principle Wealth Partners's iShares S&P 500 Growth ETF position peaked at $656K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.