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Strategic Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Strategic Wealth Partners’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 		$194K Sell
1,718
-431
-20% -$51.8K 0.01% 309
2025
Q4 		$265K Buy
2,149
+601
+39% +$73.6K 0.02% 284
2025
Q3 		$187K Sell
1,548
-727
-32% -$83.6K 0.01% 342
2025
Q2 		$250K Buy
+2,275
New +$225K 0.02% 296
2020
Q3 		– Sell
-56,384
Closed -$2.92M – 157
2020
Q2 		$2.92M Buy
+56,384
New +$2.7M 1.51% 12
2019
Q4 		– Sell
-1,308
Closed -$3.67K – 314
2019
Q3 		$3.67K Sell
1,308
-140
-10% -$6.33K 0.02% 187
2019
Q2 		$64K Sell
1,448
-1,328
-48% -$58.4K 0.03% 209
2019
Q1 		$121K Sell
2,776
-104
-4% -$4.26K 0.06% 166
2018
Q4 		$116K Sell
2,880
-52
-2% -$2.1K 0.06% 159
2018
Q3 		$130K Sell
2,932
-15,168
-84% -$652K 0.07% 157
2018
Q2 		$736K Buy
18,100
+16,360
+940% +$657K 0.43% 76
2018
Q1 		$67K Sell
1,740
-484
-22% -$19.3K 0.03% 221
2017
Q4 		$84K Buy
+2,224
New +$83.1K 0.05% 189

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 Wealth Partners's IVW Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 20% in Q1 2026, selling an estimated $51.8K and leaving 1,718 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #309.

Strategic Wealth Partners first reported a position in IVW in Q4 2017 and has held it in 13 quarters since. The position peaked at $2.92M in Q2 2020. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Strategic Wealth Partners held 1,718 shares of iShares S&P 500 Growth ETF worth $194K as of Q1 2026.
  • Strategic Wealth Partners sold 431 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $51.8K.
  • iShares S&P 500 Growth ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #309 holding.
  • Strategic Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 13 quarters since.
  • Strategic Wealth Partners's iShares S&P 500 Growth ETF position peaked at $2.92M in Q2 2020.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.