Strategies Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Strategies Wealth Advisors’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	$1.66M	Sell	14,706 -1,207	-8%	-$145K	0.17%	46
2025 Q4	$1.96M	Sell	15,913 -698	-4%	-$85.4K	0.2%	40
2025 Q3	$2.01M	Sell	16,611 -5,793	-26%	-$666K	0.21%	39
2025 Q2	$2.47M	Sell	22,404 -1,944	-8%	-$192K	0.27%	36
2025 Q1	$2.26M	Sell	24,348 -369	-1%	-$37.2K	0.28%	35
2024 Q4	$2.61M	Sell	24,717 -3,407	-12%	-$340K	0.33%	29
2024 Q3	$2.69M	Sell	28,124 -1,390	-5%	-$128K	0.36%	29
2024 Q2	$2.73M	Buy	29,514 +763	+3%	+$65.8K	0.4%	28
2024 Q1	$2.43M	Sell	28,751 -2,567	-8%	-$206K	0.37%	29
2023 Q4	$2.35M	Buy	31,318 +41	+0.1%	+$2.92K	0.4%	29
2023 Q3	$2.14M	Sell	31,277 -1,243	-4%	-$88K	0.42%	31
2023 Q2	$2.29M	Sell	32,520 -297	-0.9%	-$19.6K	0.47%	29
2023 Q1	$2.1M	Buy	32,817 +5,436	+20%	+$332K	0.46%	29
2022 Q4	$1.6M	Buy	+27,381	New	+$1.64M	0.39%	30
2022 Q2	$1.36M	Sell	22,530 -445	-2%	-$29.4K	0.39%	34
2022 Q1	$1.75M	Sell	22,975 -2,085	-8%	-$157K	0.47%	32
2021 Q4	$2.1M	Buy	+25,060	New	+$2.02M	0.59%	31

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

Strategies Wealth Advisors's IVW Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.6% in Q1 2026, selling an estimated $145K and leaving 14,706 shares worth $1.66M. The position accounts for 0.17% of the portfolio, ranked #46.

Strategies Wealth Advisors first reported a position in IVW in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.73M in Q2 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Strategies Wealth Advisors held 14,706 shares of iShares S&P 500 Growth ETF worth $1.66M as of Q1 2026.
Strategies Wealth Advisors sold 1,207 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $145K.
iShares S&P 500 Growth ETF made up 0.17% of Strategies Wealth Advisors's portfolio in Q1 2026, its #46 holding.
Strategies Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 17 quarters since.
Strategies Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $2.73M in Q2 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.