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PSI Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

PSI Advisors’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 		$472K Buy
4,174
+1,813
+77% +$218K 0.11% 91
2025
Q4 		$291K Hold
2,361
– – 0.07% 100
2025
Q3 		$285K Sell
2,361
-264
-10% -$30.4K 0.07% 111
2025
Q2 		$289K Sell
2,625
-708
-21% -$70.1K 0.14% 86
2025
Q1 		$309K Buy
3,333
+51
+2% +$5.14K 0.1% 94
2024
Q4 		$333K Buy
3,282
+570
+21% +$56.9K 0.1% 99
2024
Q3 		$260K Hold
2,712
– – 0.08% 119
2024
Q2 		$251K Hold
2,712
– – 0.08% 116
2024
Q1 		$229K Sell
2,712
-146
-5% -$11.7K 0.08% 120
2023
Q4 		$215K Sell
2,858
-40
-1% -$2.85K 0.08% 125
2023
Q3 		$198K Hold
2,898
– – 0.09% 122
2023
Q2 		$204K Hold
2,898
– – 0.09% 119
2023
Q1 		$185K Sell
2,898
-432
-13% -$26.4K 0.09% 119
2022
Q4 		$195K Sell
3,330
-14,034
-81% -$843K 0.1% 107
2022
Q3 		$1M Sell
17,364
-7,546
-30% -$490K 0.53% 38
2022
Q2 		$1.5M Sell
24,910
-1,476
-6% -$97.7K 0.74% 32
2022
Q1 		$2.02M Sell
26,386
-440
-2% -$33.1K 0.83% 28
2021
Q4 		$2.25M Sell
26,826
-20
-0.1% -$1.61K 0.91% 24
2021
Q3 		$1.98M Sell
26,846
-1,090
-4% -$83.1K 0.91% 25
2021
Q2 		$2.03M Sell
27,936
-1,100
-4% -$76.1K 1.07% 25
2021
Q1 		$1.89M Sell
29,036
-560
-2% -$36.2K 1.11% 24
2020
Q4 		$1.89M Sell
29,596
-6,352
-18% -$385K 1.3% 14
2020
Q3 		$2.08M Sell
35,948
-1,164
-3% -$65.9K 1.58% 14
2020
Q2 		$1.93M Sell
37,112
-2,684
-7% -$129K 1.55% 14
2020
Q1 		$1.64M Sell
39,796
-5,712
-13% -$270K 1.51% 16
2019
Q4 		$2.2M Buy
+45,508
New +$2.11M 1.42% 13

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PSI Advisors's IVW Position: Q1 2026 in Review

PSI Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 77% in Q1 2026, buying an estimated $218K and bringing the position to 4,174 shares worth $472K. The position accounts for 0.11% of the portfolio, ranked #91.

PSI Advisors first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.25M in Q4 2021. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • PSI Advisors held 4,174 shares of iShares S&P 500 Growth ETF worth $472K as of Q1 2026.
  • PSI Advisors bought 1,813 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $218K.
  • iShares S&P 500 Growth ETF made up 0.11% of PSI Advisors's portfolio in Q1 2026, its #91 holding.
  • PSI Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • PSI Advisors's iShares S&P 500 Growth ETF position peaked at $2.25M in Q4 2021.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on PSI Advisors's 13F filing for Q1 2026, filed 15 May 2026.