SSW
IVW icon

Stone Summit Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stone Summit Wealth’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 		$420K Sell
3,713
-325
-8% -$39.1K 0.12% 100
2025
Q4 		$498K Sell
4,038
-268
-6% -$32.8K 0.14% 100
2025
Q3 		$520K Sell
4,306
-142
-3% -$16.3K 0.15% 98
2025
Q2 		$490K Sell
4,448
-28
-0.6% -$2.77K 0.15% 104
2025
Q1 		$416K Sell
4,476
-40
-0.9% -$4.03K 0.14% 106
2024
Q4 		$459K Sell
4,516
-7
-0.2% -$698 0.15% 102
2024
Q3 		$433K Sell
4,523
-68
-1% -$6.28K 0.14% 110
2024
Q2 		$425K Sell
4,591
-115
-2% -$9.91K 0.15% 105
2024
Q1 		$397K Sell
4,706
-150
-3% -$12.1K 0.14% 110
2023
Q4 		$365K Buy
4,856
+193
+4% +$13.7K 0.14% 114
2023
Q3 		$319K Buy
4,663
+235
+5% +$16.6K 0.14% 119
2023
Q2 		$312K Sell
4,428
-100
-2% -$6.61K 0.13% 116
2023
Q1 		$289K Hold
4,528
– – 0.13% 116
2022
Q4 		$265K Sell
4,528
-250
-5% -$15K 0.13% 120
2022
Q3 		$276K Sell
4,778
-122
-2% -$7.93K 0.17% 110
2022
Q2 		$295K Sell
4,900
-50
-1% -$3.31K 0.18% 109
2022
Q1 		$379K Buy
+4,950
New +$372K 0.21% 99

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

Stone Summit Wealth's IVW Position: Q1 2026 in Review

Stone Summit Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 8% in Q1 2026, selling an estimated $39.1K and leaving 3,713 shares worth $420K. The position accounts for 0.12% of the portfolio, ranked #100.

Stone Summit Wealth first reported a position in IVW in Q1 2022 and has held it in 17 quarters since. The position peaked at $520K in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Stone Summit Wealth held 3,713 shares of iShares S&P 500 Growth ETF worth $420K as of Q1 2026.
  • Stone Summit Wealth sold 325 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $39.1K.
  • iShares S&P 500 Growth ETF made up 0.12% of Stone Summit Wealth's portfolio in Q1 2026, its #100 holding.
  • Stone Summit Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Stone Summit Wealth's iShares S&P 500 Growth ETF position peaked at $520K in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.