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

SFMG Wealth 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	$578K	Buy	5,111 +76	+2%	+$9.14K	0.04%	170
2025 Q4	$621K	Buy	5,035 +220	+5%	+$26.9K	0.04%	158
2025 Q3	$581K	Buy	4,815 +77	+2%	+$8.86K	0.04%	153
2025 Q2	$522K	Buy	4,738 +247	+5%	+$24.4K	0.04%	155
2025 Q1	$417K	Hold	4,491	–	–	0.03%	164
2024 Q4	$456K	Sell	4,491 -32	-0.7%	-$3.19K	0.04%	158
2024 Q3	$433K	Sell	4,523 -137	-3%	-$12.6K	0.04%	157
2024 Q2	$431K	Hold	4,660	–	–	0.04%	158
2024 Q1	$394K	Sell	4,660 -55	-1%	-$4.42K	0.03%	171
2023 Q4	$354K	Buy	4,715 +224	+5%	+$15.9K	0.03%	173
2023 Q3	$307K	Hold	4,491	–	–	0.03%	176
2023 Q2	$317K	Hold	4,491	–	–	0.03%	172
2023 Q1	$287K	Hold	4,491	–	–	0.03%	184
2022 Q4	$263K	Hold	4,491	–	–	0.03%	192
2022 Q3	$256K	Hold	4,491	–	–	0.03%	185
2022 Q2	$271K	Sell	4,491 -3,722	-45%	-$246K	0.03%	193
2022 Q1	$627K	Sell	8,213 -501	-6%	-$37.6K	0.06%	125
2021 Q4	$729K	Hold	8,714	–	–	0.07%	118
2021 Q3	$644K	Hold	8,714	–	–	0.07%	116
2021 Q2	$634K	Hold	8,714	–	–	0.07%	120
2021 Q1	$567K	Sell	8,714 -3,716	-30%	-$240K	0.07%	128
2020 Q4	$793K	Sell	12,430 -1,422	-10%	-$86.2K	0.1%	99
2020 Q3	$800K	Hold	13,852	–	–	0.11%	79
2020 Q2	$718K	Sell	13,852 -2,140	-13%	-$103K	0.1%	71
2020 Q1	$660K	Sell	15,992 -996	-6%	-$47.1K	0.1%	60
2019 Q4	$822K	Hold	16,988	–	–	0.1%	71
2019 Q3	$765K	Hold	16,988	–	–	0.1%	64
2019 Q2	$786K	Hold	16,988	–	–	0.11%	62
2019 Q1	$732K	Hold	16,988	–	–	0.11%	57
2018 Q4	$640K	Hold	16,988	–	–	0.1%	58
2018 Q3	$693K	Hold	16,988	–	–	0.11%	52
2018 Q2	$691K	Hold	16,988	–	–	0.11%	61
2018 Q1	$659K	Hold	16,988	–	–	0.11%	58
2017 Q4	$649K	Hold	16,988	–	–	0.11%	63
2017 Q3	$609K	Hold	16,988	–	–	0.12%	60
2017 Q2	$581K	Hold	16,988	–	–	0.12%	55
2017 Q1	$559K	Hold	16,988	–	–	0.11%	55
2016 Q4	$517K	Hold	16,988	–	–	0.11%	60
2016 Q3	$517K	Hold	16,988	–	–	0.11%	65
2016 Q2	$495K	Sell	16,988 -1,000	-6%	-$29K	0.11%	67
2016 Q1	$521K	Sell	17,988 -3,816	-18%	-$105K	0.11%	62
2015 Q4	$631K	Buy	21,804 +4	+0%	+$116	0.14%	65
2015 Q3	$587K	Sell	21,800 -32	-0.1%	-$910	0.14%	66
2015 Q2	$621K	Sell	21,832 -31,700	-59%	-$919K	0.14%	69
2015 Q1	$1.52M	Buy	53,532 +31,696	+145%	+$900K	0.12%	64
2014 Q4	$609K	Buy	21,836 +4	+0%	+$109	0.14%	73
2014 Q3	$583K	Hold	21,832	–	–	0.18%	38
2014 Q2	$574K	Buy	21,832 +16	+0.1%	+$406	0.2%	36
2014 Q1	$545K	Sell	21,816 -1,212	-5%	-$29.9K	0.18%	36
2013 Q4	$569K	Buy	23,028 +1,312	+6%	+$30.9K	0.2%	36
2013 Q3	$485K	Buy	21,716 +4	+0%	+$88	0.19%	37
2013 Q2	$456K	Buy	+21,712	New	+$460K	0.18%	40

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

SFMG Wealth Advisors's IVW Position: Q1 2026 in Review

SFMG Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 1.5% in Q1 2026, buying an estimated $9.14K and bringing the position to 5,111 shares worth $578K. The position accounts for 0.04% of the portfolio, ranked #170.

SFMG Wealth Advisors first reported a position in IVW in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.52M in Q1 2015. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

SFMG Wealth Advisors held 5,111 shares of iShares S&P 500 Growth ETF worth $578K as of Q1 2026.
SFMG Wealth Advisors bought 76 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $9.14K.
iShares S&P 500 Growth ETF made up 0.04% of SFMG Wealth Advisors's portfolio in Q1 2026, its #170 holding.
SFMG Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 52 quarters since.
SFMG Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $1.52M in Q1 2015.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.