Select Asset Management & Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Select Asset Management & Trust’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	$358K	Sell	3,162 -504	-14%	-$60.6K	0.11%	52
2025 Q4	$452K	Hold	3,666	–	–	0.14%	49
2025 Q3	$443K	Hold	3,666	–	–	0.14%	51
2025 Q2	$404K	Sell	3,666 -35	-0.9%	-$3.46K	0.14%	52
2025 Q1	$343K	Buy	+3,701	New	+$373K	0.14%	55

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

Select Asset Management & Trust's IVW Position: Q1 2026 in Review

Select Asset Management & Trust reduced its iShares S&P 500 Growth ETF (IVW) stake by 14% in Q1 2026, selling an estimated $60.6K and leaving 3,162 shares worth $358K. The position accounts for 0.11% of the portfolio, ranked #52.

Select Asset Management & Trust first reported a position in IVW in Q1 2025 and has held it in 5 quarters since. The position peaked at $452K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Select Asset Management & Trust held 3,162 shares of iShares S&P 500 Growth ETF worth $358K as of Q1 2026.
Select Asset Management & Trust sold 504 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $60.6K.
iShares S&P 500 Growth ETF made up 0.11% of Select Asset Management & Trust's portfolio in Q1 2026, its #52 holding.
Select Asset Management & Trust first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 5 quarters since.
Select Asset Management & Trust's iShares S&P 500 Growth ETF position peaked at $452K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Select Asset Management & Trust's 13F filing for Q1 2026, filed 15 May 2026.