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Shakespeare Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Shakespeare Wealth Management’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 		– Sell
-3,786
Closed -$467K – 103
2025
Q4 		$467K Sell
3,786
-80
-2% -$9.79K 0.1% 65
2025
Q3 		$467K Buy
+3,866
New +$445K 0.11% 68
2025
Q2 		– Sell
-3,884
Closed -$361K – 97
2025
Q1 		$361K Sell
3,884
-61
-2% -$6.15K 0.1% 76
2024
Q4 		$401K Buy
3,945
+12
+0.3% +$1.2K 0.11% 68
2024
Q3 		$377K Buy
+3,933
New +$363K 0.1% 72

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Shakespeare Wealth Management's IVW Position: Q1 2026 in Review

Shakespeare Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 3,786 shares — an estimated $467K sold.

Shakespeare Wealth Management first reported a position in IVW in Q3 2024 and held it in 5 quarters. The position peaked at $467K in Q3 2025. 2,050 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Shakespeare Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Shakespeare Wealth Management sold 3,786 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $467K.
  • Shakespeare Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and held it in 5 quarters.
  • Shakespeare Wealth Management's iShares S&P 500 Growth ETF position peaked at $467K in Q3 2025.
  • 2,050 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Shakespeare Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.