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

SHP 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 		$223K Sell
1,970
-27
-1% -$3.25K 0.02% 248
2025
Q4 		$246K Buy
+1,997
New +$244K 0.02% 225

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 $1.56T 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 $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return

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

SHP Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.4% in Q1 2026, selling an estimated $3.25K and leaving 1,970 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #248.

SHP Wealth Management first reported a position in IVW in Q4 2025 and has held it in 2 quarters since. The position peaked at $246K in Q4 2025. 2,046 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • SHP Wealth Management held 1,970 shares of iShares S&P 500 Growth ETF worth $223K as of Q1 2026.
  • SHP Wealth Management sold 27 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $3.25K.
  • iShares S&P 500 Growth ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #248 holding.
  • SHP Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares S&P 500 Growth ETF position peaked at $246K in Q4 2025.
  • 2,046 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.