Signet Financial Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Signet Financial 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	$5.96M	Buy	52,699 +4,654	+10%	+$560K	0.67%	44
2025 Q4	$5.92M	Buy	48,045 +9,992	+26%	+$1.22M	0.66%	44
2025 Q3	$4.59M	Buy	38,053 +3,629	+11%	+$417K	0.53%	59
2025 Q2	$3.79M	Sell	34,424 -152	-0.4%	-$15K	0.48%	66
2025 Q1	$3.21M	Buy	+34,576	New	+$3.49M	0.43%	77
2022 Q3	–	Sell	-3,359	Closed	-$203K	–	255
2022 Q2	$203K	Buy	3,359 +610	+22%	+$40.4K	0.04%	242
2022 Q1	$210K	Hold	2,749	–	–	0.04%	238
2021 Q4	$230K	Hold	2,749	–	–	0.03%	235
2021 Q3	$203K	Buy	+2,749	New	+$210K	0.04%	248
2018 Q4	–	Sell	-1,256	Closed	-$56K	–	533
2018 Q3	$56K	Hold	1,256	–	–	0.01%	381
2018 Q2	$51K	Hold	1,256	–	–	0.01%	390
2018 Q1	$49K	Buy	+1,256	New	+$50.1K	0.01%	361

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Signet Financial Management's IVW Position: Q1 2026 in Review

Signet Financial Management increased its iShares S&P 500 Growth ETF (IVW) stake by 9.7% in Q1 2026, buying an estimated $560K and bringing the position to 52,699 shares worth $5.96M. The position accounts for 0.67% of the portfolio, ranked #44.

Signet Financial Management first reported a position in IVW in Q1 2018 and has held it in 12 quarters since. 2,053 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Signet Financial Management held 52,699 shares of iShares S&P 500 Growth ETF worth $5.96M as of Q1 2026.
Signet Financial Management bought 4,654 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $560K.
iShares S&P 500 Growth ETF made up 0.67% of Signet Financial Management's portfolio in Q1 2026, its #44 holding.
Signet Financial Management first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and has held it in 12 quarters since.
2,053 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.