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

Simplicity Wealth’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	$8.06M	Buy	71,221 +5,145	+8%	+$619K	0.46%	48
2025 Q4	$8.14M	Buy	66,076 +6,959	+12%	+$852K	0.49%	44
2025 Q3	$7.14M	Sell	59,117 -54,656	-48%	-$6.29M	0.41%	48
2025 Q2	$12.5M	Buy	113,773 +48,827	+75%	+$4.83M	0.52%	39
2025 Q1	$6.03M	Buy	+64,946	New	+$6.55M	0.47%	40
2024 Q4	–	Sell	-67,699	Closed	-$6.48M	–	441
2024 Q3	$6.48M	Sell	67,699 -82,588	-55%	-$7.62M	0.6%	35
2024 Q2	$13.9M	Buy	150,287 +7,588	+5%	+$654K	0.31%	60
2024 Q1	$12M	Buy	142,699 +128,502	+905%	+$10.3M	0.29%	70
2023 Q4	$1.07M	Buy	14,197 +3,114	+28%	+$222K	0.41%	43
2023 Q3	$758K	Buy	+11,083	New	+$784K	0.44%	34

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

Simplicity Wealth's IVW Position: Q1 2026 in Review

Simplicity Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 7.8% in Q1 2026, buying an estimated $619K and bringing the position to 71,221 shares worth $8.06M. The position accounts for 0.46% of the portfolio, ranked #48.

Simplicity Wealth first reported a position in IVW in Q3 2023 and has held it in 10 quarters since. The position peaked at $13.9M in Q2 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Simplicity Wealth held 71,221 shares of iShares S&P 500 Growth ETF worth $8.06M as of Q1 2026.
Simplicity Wealth bought 5,145 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $619K.
iShares S&P 500 Growth ETF made up 0.46% of Simplicity Wealth's portfolio in Q1 2026, its #48 holding.
Simplicity Wealth first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 10 quarters since.
Simplicity Wealth's iShares S&P 500 Growth ETF position peaked at $13.9M in Q2 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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