Smartleaf Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Smartleaf Asset 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	$4.96M	Sell	45,591 -1,144	-2%	-$138K	0.18%	102
2025 Q4	$5.8M	Buy	46,735 +29,637	+173%	+$3.63M	0.22%	81
2025 Q3	$2.05M	Sell	17,098 -899	-5%	-$103K	0.13%	181
2025 Q2	$1.97M	Buy	17,997 +11,243	+166%	+$1.11M	0.17%	124
2025 Q1	$625K	Buy	6,754 +6,433	+2,004%	+$649K	0.06%	313
2024 Q4	$32.9K	Sell	321 -314	-49%	-$31.3K	﹤0.01%	1387
2024 Q3	$60.5K	Buy	+635	New	+$58.6K	0.01%	857

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

Smartleaf Asset Management's IVW Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.4% in Q1 2026, selling an estimated $138K and leaving 45,591 shares worth $4.96M. The position accounts for 0.18% of the portfolio, ranked #102.

Smartleaf Asset Management first reported a position in IVW in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.8M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Smartleaf Asset Management held 45,591 shares of iShares S&P 500 Growth ETF worth $4.96M as of Q1 2026.
Smartleaf Asset Management sold 1,144 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $138K.
iShares S&P 500 Growth ETF made up 0.18% of Smartleaf Asset Management's portfolio in Q1 2026, its #102 holding.
Smartleaf Asset Management first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Smartleaf Asset Management's iShares S&P 500 Growth ETF position peaked at $5.8M in Q4 2025.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.