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Strategic Equity Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Strategic Equity 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 		$741K Buy
6,555
+1,359
+26% +$163K 0.28% 38
2025
Q4 		$640K Sell
5,196
-54
-1% -$6.61K 0.22% 45
2025
Q3 		$634K Buy
5,250
+121
+2% +$13.9K 0.23% 39
2025
Q2 		$565K Sell
5,129
-117,092
-96% -$11.6M 0.21% 42
2025
Q1 		$11.3M Buy
122,221
+6,616
+6% +$667K 4.77% 7
2024
Q4 		$11.7M Buy
115,605
+5,919
+5% +$590K 4.94% 7
2024
Q3 		$10.5M Buy
109,686
+20,971
+24% +$1.94M 4.98% 6
2024
Q2 		$8.21M Buy
88,715
+15,811
+22% +$1.36M 5.35% 8
2024
Q1 		$6.16M Buy
72,904
+904
+1% +$72.6K 5.14% 7
2023
Q4 		$5.41M Sell
72,000
-266,587
-79% -$19M 6.09% 5
2023
Q3 		$23.2M Sell
338,587
-214,106
-39% -$15.2M 8.73% 5
2023
Q2 		$39M Buy
552,693
+542,686
+5,423% +$35.9M 13.33% 1
2023
Q1 		$639K Buy
10,007
+2,631
+36% +$161K 0.23% 30
2022
Q4 		$431K Buy
+7,376
New +$443K 0.17% 27
2022
Q2 		– Sell
-3,248
Closed -$248K – 46
2022
Q1 		$248K Sell
3,248
-13,916
-81% -$1.05M 0.09% 38
2021
Q4 		$1.44M Buy
17,164
+12,625
+278% +$1.02M 0.45% 28
2021
Q3 		$335K Buy
4,539
+1,741
+62% +$133K 0.11% 37
2021
Q2 		$203K Buy
+2,798
New +$194K 0.07% 39

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

Strategic Equity Management's IVW Position: Q1 2026 in Review

Strategic Equity Management increased its iShares S&P 500 Growth ETF (IVW) stake by 26% in Q1 2026, buying an estimated $163K and bringing the position to 6,555 shares worth $741K. The position accounts for 0.28% of the portfolio, ranked #38.

Strategic Equity Management first reported a position in IVW in Q2 2021 and has held it in 18 quarters since. The position peaked at $39M in Q2 2023. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Strategic Equity Management held 6,555 shares of iShares S&P 500 Growth ETF worth $741K as of Q1 2026.
  • Strategic Equity Management bought 1,359 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $163K.
  • iShares S&P 500 Growth ETF made up 0.28% of Strategic Equity Management's portfolio in Q1 2026, its #38 holding.
  • Strategic Equity Management first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 18 quarters since.
  • Strategic Equity Management's iShares S&P 500 Growth ETF position peaked at $39M in Q2 2023.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Strategic Equity Management's 13F filing for Q1 2026, filed 21 Apr 2026.