Stiles Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stiles Financial Services’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	$374K	Hold	3,305	–	–	0.11%	135
2025 Q4	$407K	Hold	3,305	–	–	0.13%	130
2025 Q3	$399K	Hold	3,305	–	–	0.13%	131
2025 Q2	$364K	Hold	3,305	–	–	0.13%	131
2025 Q1	$307K	Hold	3,305	–	–	0.12%	138
2024 Q4	$336K	Hold	3,305	–	–	0.12%	136
2024 Q3	$316K	Hold	3,305	–	–	0.11%	141
2024 Q2	$306K	Hold	3,305	–	–	0.12%	141
2024 Q1	$279K	Hold	3,305	–	–	0.11%	148
2023 Q4	$248K	Hold	3,305	–	–	0.11%	150
2023 Q3	$226K	Hold	3,305	–	–	0.12%	158
2023 Q2	$233K	Hold	3,305	–	–	0.12%	165
2023 Q1	$211K	Buy	+3,305	New	+$202K	0.11%	169
2022 Q3	–	Sell	-3,505	Closed	-$212K	–	177
2022 Q2	$212K	Hold	3,505	–	–	0.13%	156
2022 Q1	$268K	Hold	3,505	–	–	0.13%	145
2021 Q4	$293K	Buy	+3,505	New	+$282K	0.14%	141

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

Stiles Financial Services's IVW Position: Q1 2026 in Review

Stiles Financial Services held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 3,305 shares worth $374K. The position accounts for 0.11% of the portfolio, ranked #135.

Stiles Financial Services first reported a position in IVW in Q4 2021 and has held it in 16 quarters since. The position peaked at $407K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Stiles Financial Services held 3,305 shares of iShares S&P 500 Growth ETF worth $374K as of Q1 2026.
Stiles Financial Services left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.11% of Stiles Financial Services's portfolio in Q1 2026, its #135 holding.
Stiles Financial Services first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 16 quarters since.
Stiles Financial Services's iShares S&P 500 Growth ETF position peaked at $407K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.