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

Private Wealth Management Group’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	$1.08M	Sell	9,588 -960	-9%	-$115K	0.28%	38
2025 Q4	$1.3M	Buy	10,548 +784	+8%	+$96K	0.35%	33
2025 Q3	$1.18M	Hold	9,764	–	–	0.32%	36
2025 Q2	$1.08M	Hold	9,764	–	–	0.36%	35
2025 Q1	$906K	Sell	9,764 -500	-5%	-$50.4K	0.33%	37
2024 Q4	$1.04M	Hold	10,264	–	–	0.4%	34
2024 Q3	$983K	Hold	10,264	–	–	0.39%	35
2024 Q2	$950K	Sell	10,264 -750	-7%	-$64.7K	0.41%	33
2024 Q1	$930K	Sell	11,014 -865	-7%	-$69.5K	0.42%	33
2023 Q4	$892K	Buy	+11,879	New	+$846K	0.44%	32

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

Private Wealth Management Group's IVW Position: Q1 2026 in Review

Private Wealth Management Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 9.1% in Q1 2026, selling an estimated $115K and leaving 9,588 shares worth $1.08M. The position accounts for 0.28% of the portfolio, ranked #38.

Private Wealth Management Group first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.3M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Private Wealth Management Group held 9,588 shares of iShares S&P 500 Growth ETF worth $1.08M as of Q1 2026.
Private Wealth Management Group sold 960 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $115K.
iShares S&P 500 Growth ETF made up 0.28% of Private Wealth Management Group's portfolio in Q1 2026, its #38 holding.
Private Wealth Management Group first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's iShares S&P 500 Growth ETF position peaked at $1.3M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.