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

Proathlete 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	$190K	Sell	1,677 -219	-12%	-$26.3K	0.05%	68
2025 Q4	$234K	Sell	1,896 -134	-7%	-$16.4K	0.06%	56
2025 Q3	$245K	Sell	2,030 -545	-21%	-$62.7K	0.07%	55
2025 Q2	$284K	Buy	2,575 +421	+20%	+$41.7K	0.09%	50
2025 Q1	$201K	Sell	2,154 -80	-4%	-$8.06K	0.07%	60
2024 Q4	$227K	Sell	2,234 -179	-7%	-$17.9K	0.09%	56
2024 Q3	$231K	Sell	2,413 -14	-0.6%	-$1.29K	0.1%	57
2024 Q2	$225K	Sell	2,427 -393	-14%	-$33.9K	0.11%	54
2024 Q1	$238K	Sell	2,820 -388	-12%	-$31.2K	0.13%	52
2023 Q4	$241K	Buy	+3,208	New	+$228K	0.14%	49

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

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

Proathlete Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q1 2026, selling an estimated $26.3K and leaving 1,677 shares worth $190K. The position accounts for 0.05% of the portfolio, ranked #68.

Proathlete Wealth Management first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $284K in Q2 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Proathlete Wealth Management held 1,677 shares of iShares S&P 500 Growth ETF worth $190K as of Q1 2026.
Proathlete Wealth Management sold 219 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $26.3K.
iShares S&P 500 Growth ETF made up 0.05% of Proathlete Wealth Management's portfolio in Q1 2026, its #68 holding.
Proathlete Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Proathlete Wealth Management's iShares S&P 500 Growth ETF position peaked at $284K in Q2 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Proathlete Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.