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Sound View Wealth Advisors Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sound View Wealth Advisors Group’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 		$1.56M Sell
13,822
-32
-0.2% -$3.85K 0.11% 148
2025
Q4 		$1.71M Hold
13,854
– – 0.11% 140
2025
Q3 		$1.67M Hold
13,854
– – 0.11% 146
2025
Q2 		$1.53M Buy
13,854
+1
+0% +$99 0.11% 150
2025
Q1 		$1.29M Sell
13,853
-78
-0.6% -$7.86K 0.11% 153
2024
Q4 		$1.41M Buy
13,931
+925
+7% +$92.3K 0.11% 148
2024
Q3 		$1.25M Buy
13,006
+1,500
+13% +$138K 0.1% 164
2024
Q2 		$1.06M Hold
11,506
– – 0.11% 156
2024
Q1 		$972K Hold
11,506
– – 0.1% 163
2023
Q4 		$864K Sell
11,506
-1,396
-11% -$99.4K 0.1% 176
2023
Q3 		$883K Buy
12,902
+1,396
+12% +$98.8K 0.11% 159
2023
Q2 		$811K Buy
11,506
+1,238
+12% +$81.8K 0.11% 171
2023
Q1 		$656K Sell
10,268
-1,238
-11% -$75.7K 0.09% 186
2022
Q4 		$864K Buy
11,506
+6,960
+153% +$418K 0.1% 176
2022
Q3 		$263K Hold
4,546
– – 0.06% 226
2022
Q2 		$274K Sell
4,546
-159
-3% -$10.5K 0.06% 229
2022
Q1 		$359K Buy
4,705
+99
+2% +$7.44K 0.07% 212
2021
Q4 		$385K Sell
4,606
-8,040
-64% -$648K 0.07% 203
2021
Q3 		$935K Buy
+12,646
New +$964K 0.2% 119

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

Sound View Wealth Advisors Group's IVW Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.23% in Q1 2026, selling an estimated $3.85K and leaving 13,822 shares worth $1.56M. The position accounts for 0.11% of the portfolio, ranked #148.

Sound View Wealth Advisors Group first reported a position in IVW in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.71M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Sound View Wealth Advisors Group held 13,822 shares of iShares S&P 500 Growth ETF worth $1.56M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 32 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $3.85K.
  • iShares S&P 500 Growth ETF made up 0.11% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #148 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Sound View Wealth Advisors Group's iShares S&P 500 Growth ETF position peaked at $1.71M in Q4 2025.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.