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

Semus 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	$1.37M	Buy	12,087 +498	+4%	+$59.9K	0.76%	33
2025 Q4	$1.43M	Buy	11,589 +483	+4%	+$59.1K	0.77%	29
2025 Q3	$1.34M	Buy	11,106 +733	+7%	+$84.3K	0.76%	30
2025 Q2	$1.14M	Sell	10,373 -910	-8%	-$90.1K	0.74%	34
2025 Q1	$1.05M	Buy	11,283 +518	+5%	+$52.2K	0.73%	34
2024 Q4	$1.09M	Buy	10,765 +836	+8%	+$83.4K	0.72%	30
2024 Q3	$951K	Buy	9,929 +2,033	+26%	+$188K	0.67%	31
2024 Q2	$731K	Buy	7,896 +2,835	+56%	+$244K	0.56%	36
2024 Q1	$427K	Buy	+5,061	New	+$407K	0.36%	62

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

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

Semus Wealth Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 4.3% in Q1 2026, buying an estimated $59.9K and bringing the position to 12,087 shares worth $1.37M. The position accounts for 0.76% of the portfolio, ranked #33.

Semus Wealth Partners first reported a position in IVW in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.43M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Semus Wealth Partners held 12,087 shares of iShares S&P 500 Growth ETF worth $1.37M as of Q1 2026.
Semus Wealth Partners bought 498 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $59.9K.
iShares S&P 500 Growth ETF made up 0.76% of Semus Wealth Partners's portfolio in Q1 2026, its #33 holding.
Semus Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Semus Wealth Partners's iShares S&P 500 Growth ETF position peaked at $1.43M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.