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

SMART 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 		$1.18M Buy
10,462
+5,121
+96% +$616K 0.35% 87
2025
Q4 		$658K Buy
5,341
+1,726
+48% +$211K 0.2% 100
2025
Q3 		$436K Buy
3,615
+333
+10% +$38.3K 0.16% 95
2025
Q2 		$361K Buy
3,282
+710
+28% +$70.3K 0.11% 126
2025
Q1 		$239K Buy
2,572
+403
+19% +$40.6K 0.09% 140
2024
Q4 		$220K Sell
2,169
-240
-10% -$23.9K 0.08% 135
2024
Q3 		$231K Buy
2,409
+188
+8% +$17.4K 0.09% 128
2024
Q2 		$206K Buy
+2,221
New +$191K 0.08% 118

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

SMART Wealth's IVW Position: Q1 2026 in Review

SMART Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 96% in Q1 2026, buying an estimated $616K and bringing the position to 10,462 shares worth $1.18M. The position accounts for 0.35% of the portfolio, ranked #87.

SMART Wealth first reported a position in IVW in Q2 2024 and has held it in 8 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • SMART Wealth held 10,462 shares of iShares S&P 500 Growth ETF worth $1.18M as of Q1 2026.
  • SMART Wealth bought 5,121 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $616K.
  • iShares S&P 500 Growth ETF made up 0.35% of SMART Wealth's portfolio in Q1 2026, its #87 holding.
  • SMART Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.