Smith, Moore & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Smith, Moore & Co’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	$322K	Buy	2,844 +307	+12%	+$36.9K	0.02%	423
2025 Q4	$313K	Sell	2,537 -484	-16%	-$59.2K	0.02%	410
2025 Q3	$365K	Buy	3,021 +85	+3%	+$9.78K	0.03%	369
2025 Q2	$323K	Hold	2,936	–	–	0.03%	383
2025 Q1	$273K	Buy	2,936 +272	+10%	+$27.4K	0.03%	393
2024 Q4	$271K	Hold	2,664	–	–	0.02%	392
2024 Q3	$255K	Hold	2,664	–	–	0.02%	391
2024 Q2	$247K	Hold	2,664	–	–	0.03%	386
2024 Q1	$225K	Sell	2,664 -110	-4%	-$8.84K	0.02%	389
2023 Q4	$208K	Buy	+2,774	New	+$197K	0.02%	388
2017 Q4	–	Sell	-12,768	Closed	-$458K	–	309
2017 Q3	$458K	Buy	12,768 +836	+7%	+$29.4K	0.13%	155
2017 Q2	$408K	Buy	11,932 +2,052	+21%	+$69.5K	0.14%	142
2017 Q1	$325K	Buy	+9,880	New	+$317K	0.12%	173

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

Smith, Moore & Co's IVW Position: Q1 2026 in Review

Smith, Moore & Co increased its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q1 2026, buying an estimated $36.9K and bringing the position to 2,844 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #423.

Smith, Moore & Co first reported a position in IVW in Q1 2017 and has held it in 13 quarters since. The position peaked at $458K in Q3 2017. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Smith, Moore & Co held 2,844 shares of iShares S&P 500 Growth ETF worth $322K as of Q1 2026.
Smith, Moore & Co bought 307 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $36.9K.
iShares S&P 500 Growth ETF made up 0.02% of Smith, Moore & Co's portfolio in Q1 2026, its #423 holding.
Smith, Moore & Co first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 13 quarters since.
Smith, Moore & Co's iShares S&P 500 Growth ETF position peaked at $458K in Q3 2017.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.