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

Savvy Advisors Inc’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	$4.69M	Buy	41,470 +7,645	+23%	+$919K	0.13%	129
2025 Q4	$4.17M	Buy	33,825 +5,212	+18%	+$638K	0.13%	117
2025 Q3	$3.45M	Sell	28,613 -2,231	-7%	-$257K	0.16%	96
2025 Q2	$3.4M	Buy	30,844 +12,399	+67%	+$1.23M	0.23%	69
2025 Q1	$1.71M	Buy	18,445 +13,454	+270%	+$1.36M	0.17%	94
2024 Q4	$507K	Buy	4,991 +685	+16%	+$68.3K	0.06%	244
2024 Q3	$412K	Buy	4,306 +112	+3%	+$10.3K	0.08%	206
2024 Q2	$388K	Buy	4,194 +905	+28%	+$78K	0.13%	175
2024 Q1	$278K	Buy	+3,289	New	+$264K	0.16%	172

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

Savvy Advisors Inc's IVW Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares S&P 500 Growth ETF (IVW) stake by 23% in Q1 2026, buying an estimated $919K and bringing the position to 41,470 shares worth $4.69M. The position accounts for 0.13% of the portfolio, ranked #129.

Savvy Advisors Inc first reported a position in IVW in Q1 2024 and has held it in 9 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Savvy Advisors Inc held 41,470 shares of iShares S&P 500 Growth ETF worth $4.69M as of Q1 2026.
Savvy Advisors Inc bought 7,645 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $919K.
iShares S&P 500 Growth ETF made up 0.13% of Savvy Advisors Inc's portfolio in Q1 2026, its #129 holding.
Savvy Advisors Inc first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.