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

Silverlake 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	$652K	Buy	5,761 +2,138	+59%	+$257K	0.14%	170
2025 Q4	$447K	Buy	3,623 +1,589	+78%	+$194K	0.1%	211
2025 Q3	$246K	Sell	2,034 -8,373	-80%	-$963K	0.06%	293
2025 Q2	$1.15M	Buy	10,407 +7,677	+281%	+$760K	0.33%	91
2025 Q1	$253K	Buy	2,730 +117	+4%	+$11.8K	0.1%	215
2024 Q4	$265K	Sell	2,613 -249	-9%	-$24.8K	0.1%	214
2024 Q3	$274K	Sell	2,862 -49	-2%	-$4.52K	0.1%	216
2024 Q2	$269K	Buy	2,911 +487	+20%	+$42K	0.11%	204
2024 Q1	$205K	Buy	+2,424	New	+$195K	0.1%	227
2022 Q1	–	Sell	-3,250	Closed	-$272K	–	238
2021 Q4	$272K	Buy	+3,250	New	+$262K	0.15%	167

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

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

Silverlake Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 59% in Q1 2026, buying an estimated $257K and bringing the position to 5,761 shares worth $652K. The position accounts for 0.14% of the portfolio, ranked #170.

Silverlake Wealth Management first reported a position in IVW in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.15M in Q2 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Silverlake Wealth Management held 5,761 shares of iShares S&P 500 Growth ETF worth $652K as of Q1 2026.
Silverlake Wealth Management bought 2,138 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $257K.
iShares S&P 500 Growth ETF made up 0.14% of Silverlake Wealth Management's portfolio in Q1 2026, its #170 holding.
Silverlake Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 10 quarters since.
Silverlake Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.15M in Q2 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.