Progressive Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Progressive Investment 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	$1.58M	Hold	14,000	–	–	0.42%	35
2025 Q4	$1.73M	Hold	14,000	–	–	0.41%	31
2025 Q3	$1.69M	Hold	14,000	–	–	0.41%	33
2025 Q2	$1.54M	Hold	14,000	–	–	0.39%	33
2025 Q1	$1.3M	Sell	14,000 -400	-3%	-$40.3K	0.36%	35
2024 Q4	$1.46M	Hold	14,400	–	–	0.38%	34
2024 Q3	$1.38M	Hold	14,400	–	–	0.35%	35
2024 Q2	$1.33M	Sell	14,400 -501	-3%	-$43.2K	0.35%	35
2024 Q1	$1.26M	Hold	14,901	–	–	0.35%	34
2023 Q4	$1.12M	Hold	14,901	–	–	0.32%	33
2023 Q3	$1.02M	Hold	14,901	–	–	0.33%	32
2023 Q2	$1.05M	Hold	14,901	–	–	0.33%	31
2023 Q1	$952K	Hold	14,901	–	–	0.31%	31
2022 Q4	$872K	Hold	14,901	–	–	0.34%	31
2022 Q3	$862K	Hold	14,901	–	–	0.35%	31
2022 Q2	$899K	Sell	14,901 -55	-0.4%	-$3.64K	0.35%	31
2022 Q1	$1.14M	Sell	14,956 -12	-0.1%	-$902	0.36%	31
2021 Q4	$1.25M	Hold	14,968	–	–	0.35%	32
2021 Q3	$1.11M	Buy	+14,968	New	+$1.14M	0.33%	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

Progressive Investment Management's IVW Position: Q1 2026 in Review

Progressive Investment Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 14,000 shares worth $1.58M. The position accounts for 0.42% of the portfolio, ranked #35.

Progressive Investment Management first reported a position in IVW in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.73M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Progressive Investment Management held 14,000 shares of iShares S&P 500 Growth ETF worth $1.58M as of Q1 2026.
Progressive Investment Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.42% of Progressive Investment Management's portfolio in Q1 2026, its #35 holding.
Progressive Investment Management first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 19 quarters since.
Progressive Investment Management's iShares S&P 500 Growth ETF position peaked at $1.73M in Q4 2025.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Progressive Investment Management's 13F filing for Q1 2026, filed 5 May 2026.