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

SOA Wealth Advisors’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 		$446K Buy
3,940
+3
+0.1% +$361 0.08% 129
2025
Q4 		$485K Sell
3,937
-3,656
-48% -$447K 0.08% 126
2025
Q3 		$917K Sell
7,593
-117
-2% -$13.5K 0.16% 90
2025
Q2 		$849K Sell
7,710
-1,312
-15% -$130K 0.16% 87
2025
Q1 		$838K Buy
9,022
+8
+0.1% +$807 0.17% 81
2024
Q4 		$915K Buy
9,014
+10
+0.1% +$998 0.17% 78
2024
Q3 		$862K Buy
9,004
+11
+0.1% +$1.02K 0.16% 80
2024
Q2 		$832K Buy
8,993
+6
+0.1% +$517 0.17% 78
2024
Q1 		$759K Buy
8,987
+3
+0% +$241 0.16% 82
2023
Q4 		$675K Sell
8,984
-415
-4% -$29.5K 0.15% 82
2023
Q3 		$643K Buy
9,399
+1,076
+13% +$76.1K 0.16% 77
2023
Q2 		$587K Sell
8,323
-353
-4% -$23.3K 0.14% 82
2023
Q1 		$554K Buy
8,676
+256
+3% +$15.6K 0.14% 83
2022
Q4 		$493K Buy
8,420
+4,258
+102% +$256K 0.13% 88
2022
Q3 		$240K Hold
4,162
– – 0.07% 131
2022
Q2 		$251K Buy
4,162
+365
+10% +$24.2K 0.07% 125
2022
Q1 		$290K Buy
3,797
+2,765
+268% +$208K 0.07% 132
2021
Q4 		$86K Hold
1,032
– – 0.02% 235
2021
Q3 		$76K Hold
1,032
– – 0.02% 257
2021
Q2 		$75K Hold
1,032
– – 0.02% 259
2021
Q1 		$67K Hold
1,032
– – 0.02% 239
2020
Q4 		$68K Buy
+1,032
New +$62.6K 0.02% 232

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

SOA Wealth Advisors's IVW Position: Q1 2026 in Review

SOA Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.08% in Q1 2026, buying an estimated $361 and bringing the position to 3,940 shares worth $446K. The position accounts for 0.08% of the portfolio, ranked #129.

SOA Wealth Advisors first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. The position peaked at $917K in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • SOA Wealth Advisors held 3,940 shares of iShares S&P 500 Growth ETF worth $446K as of Q1 2026.
  • SOA Wealth Advisors bought 3 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $361.
  • iShares S&P 500 Growth ETF made up 0.08% of SOA Wealth Advisors's portfolio in Q1 2026, its #129 holding.
  • SOA Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $917K in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.