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Straight Path Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Straight Path Wealth Management’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 		– Sell
-1,734
Closed -$214K – 132
2025
Q4 		$214K Hold
1,734
– – 0.06% 117
2025
Q3 		$209K Buy
+1,734
New +$199K 0.06% 132
2022
Q1 		– Sell
-3,130
Closed -$262K – 72
2021
Q4 		$262K Buy
+3,130
New +$252K 0.23% 60

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

Straight Path Wealth Management's IVW Position: Q1 2026 in Review

Straight Path Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 1,734 shares — an estimated $214K sold.

Straight Path Wealth Management first reported a position in IVW in Q4 2021 and held it in 3 quarters. The position peaked at $262K in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Straight Path Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Straight Path Wealth Management sold 1,734 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $214K.
  • Straight Path Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 3 quarters.
  • Straight Path Wealth Management's iShares S&P 500 Growth ETF position peaked at $262K in Q4 2021.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.