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

Quotient 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	$5.6M	Sell	49,504 -372	-0.7%	-$44.7K	0.15%	47
2025 Q4	$6.15M	Sell	49,876 -582	-1%	-$71.2K	0.16%	44
2025 Q3	$6.09M	Sell	50,458 -523	-1%	-$60.2K	0.17%	41
2025 Q2	$5.61M	Sell	50,981 -466	-0.9%	-$46.1K	0.17%	41
2025 Q1	$4.78M	Sell	51,447 -312	-0.6%	-$31.5K	0.15%	42
2024 Q4	$5.26M	Sell	51,759 -6,160	-11%	-$615K	0.17%	38
2024 Q3	$5.55M	Buy	57,919 +3,058	+6%	+$282K	0.18%	37
2024 Q2	$5.08M	Sell	54,861 -6,949	-11%	-$599K	0.18%	39
2024 Q1	$5.22M	Sell	61,810 -10,489	-15%	-$843K	0.19%	40
2023 Q4	$5.43M	Buy	+72,299	New	+$5.15M	0.21%	46

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

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

Quotient Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.75% in Q1 2026, selling an estimated $44.7K and leaving 49,504 shares worth $5.6M. The position accounts for 0.15% of the portfolio, ranked #47.

Quotient Wealth Partners first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.15M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Quotient Wealth Partners held 49,504 shares of iShares S&P 500 Growth ETF worth $5.6M as of Q1 2026.
Quotient Wealth Partners sold 372 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $44.7K.
iShares S&P 500 Growth ETF made up 0.15% of Quotient Wealth Partners's portfolio in Q1 2026, its #47 holding.
Quotient Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's iShares S&P 500 Growth ETF position peaked at $6.15M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.