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SGL Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

SGL Investment 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 		$10.2M Buy
74,868
+7,151
+11% +$860K 3.83% 3
2025
Q4 		$8.01M Buy
67,717
+9,451
+16% +$1.16M 3.2% 3
2025
Q3 		$7.31M Buy
58,266
+6,859
+13% +$789K 3.04% 6
2025
Q2 		$5.65M Buy
51,407
+1,552
+3% +$154K 2.69% 7
2025
Q1 		$4.84M Buy
49,855
+10,706
+27% +$1.08M 2.5% 10
2024
Q4 		$4.11M Sell
39,149
-670
-2% -$66.8K 2.07% 20
2024
Q3 		$4M Buy
+39,819
New +$3.68M 2.05% 20

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SGL Investment Advisors's IVW Position: Q1 2026 in Review

SGL Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q1 2026, buying an estimated $860K and bringing the position to 74,868 shares worth $10.2M. The position accounts for 3.83% of the portfolio, ranked #3.

SGL Investment Advisors first reported a position in IVW in Q3 2024 and has held it in 7 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • SGL Investment Advisors held 74,868 shares of iShares S&P 500 Growth ETF worth $10.2M as of Q1 2026.
  • SGL Investment Advisors bought 7,151 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $860K.
  • iShares S&P 500 Growth ETF made up 3.83% of SGL Investment Advisors's portfolio in Q1 2026, its #3 holding.
  • SGL Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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