Sharp Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sharp Financial Services’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	$236K	Sell	2,086 -56,091	-96%	-$6.75M	0.12%	105
2025 Q4	$7.17M	Buy	58,177 +2,830	+5%	+$346K	3.61%	10
2025 Q3	$6.68M	Sell	55,347 -172,876	-76%	-$19.9M	3.63%	12
2025 Q2	$25.1M	Buy	228,223 +23,728	+12%	+$2.35M	16.21%	2
2025 Q1	$19M	Buy	204,495 +149,686	+273%	+$15.1M	14.53%	3
2024 Q4	$5.56M	Sell	54,809 -256	-0.5%	-$25.5K	4.22%	4
2024 Q3	$5.27M	Buy	55,065 +3,227	+6%	+$298K	4.07%	4
2024 Q2	$4.8M	Buy	51,838 +1,708	+3%	+$147K	4.12%	5
2024 Q1	$4.23M	Buy	50,130 +4,300	+9%	+$345K	3.94%	5
2023 Q4	$3.44M	Buy	+45,830	New	+$3.26M	3.73%	4

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

Sharp Financial Services's IVW Position: Q1 2026 in Review

Sharp Financial Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 96% in Q1 2026, selling an estimated $6.75M and leaving 2,086 shares worth $236K. The position accounts for 0.12% of the portfolio, ranked #105.

Sharp Financial Services first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.1M in Q2 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Sharp Financial Services held 2,086 shares of iShares S&P 500 Growth ETF worth $236K as of Q1 2026.
Sharp Financial Services sold 56,091 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $6.75M.
iShares S&P 500 Growth ETF made up 0.12% of Sharp Financial Services's portfolio in Q1 2026, its #105 holding.
Sharp Financial Services first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Sharp Financial Services's iShares S&P 500 Growth ETF position peaked at $25.1M in Q2 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.