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

SkyOak 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 		$690K Hold
6,104
– – 0.13% 105
2025
Q4 		$752K Sell
6,104
-170
-3% -$20.8K 0.14% 104
2025
Q3 		$757K Hold
6,274
– – 0.14% 95
2025
Q2 		$691K Sell
6,274
-163
-3% -$16.1K 0.14% 98
2025
Q1 		$598K Sell
6,437
-6
-0.1% -$605 0.13% 101
2024
Q4 		$654K Sell
6,443
-152
-2% -$15.2K 0.14% 96
2024
Q3 		$631K Sell
6,595
-119
-2% -$11K 0.14% 102
2024
Q2 		$621K Buy
6,714
+3,650
+119% +$315K 0.15% 99
2024
Q1 		$259K Hold
3,064
– – 0.06% 207
2023
Q4 		$230K Hold
3,064
– – 0.06% 214
2023
Q3 		$210K Buy
3,064
+48
+2% +$3.4K 0.06% 213
2023
Q2 		$213K Buy
+3,016
New +$199K 0.06% 213
2022
Q2 		– Sell
-3,032
Closed -$232K – 237
2022
Q1 		$232K Hold
3,032
– – 0.06% 204
2021
Q4 		$254K Sell
3,032
-10
-0.3% -$806 0.06% 196
2021
Q3 		$225K Buy
3,042
+54
+2% +$4.12K 0.06% 206
2021
Q2 		$217K Buy
2,988
+70
+2% +$4.84K 0.06% 212
2021
Q1 		$204K Buy
+2,918
New +$189K 0.06% 217

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 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 $173B AUM 20.72% 1-Year Est. Return

SkyOak Wealth's IVW Position: Q1 2026 in Review

SkyOak Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 6,104 shares worth $690K. The position accounts for 0.13% of the portfolio, ranked #105.

SkyOak Wealth first reported a position in IVW in Q1 2021 and has held it in 17 quarters since. The position peaked at $757K in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • SkyOak Wealth held 6,104 shares of iShares S&P 500 Growth ETF worth $690K as of Q1 2026.
  • SkyOak Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Growth ETF made up 0.13% of SkyOak Wealth's portfolio in Q1 2026, its #105 holding.
  • SkyOak Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 17 quarters since.
  • SkyOak Wealth's iShares S&P 500 Growth ETF position peaked at $757K in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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