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

Stratos 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	$3.27M	Buy	28,945 +372	+1%	+$44.7K	0.2%	108
2025 Q4	$3.52M	Sell	28,573 -7,965	-22%	-$975K	0.17%	132
2025 Q3	$4.41M	Buy	36,538 +1,465	+4%	+$168K	0.21%	116
2025 Q2	$3.86M	Sell	35,073 -2,590	-7%	-$256K	0.2%	124
2025 Q1	$3.5M	Sell	37,663 -90,118	-71%	-$9.09M	0.19%	113
2024 Q4	$13M	Sell	127,781 -3,838	-3%	-$383K	0.62%	37
2024 Q3	$12.6M	Buy	131,619 +1,910	+1%	+$176K	0.58%	40
2024 Q2	$12M	Buy	129,709 +29,271	+29%	+$2.52M	0.59%	41
2024 Q1	$8.48M	Buy	100,438 +26,083	+35%	+$2.1M	0.5%	44
2023 Q4	$5.58M	Buy	74,355 +3,674	+5%	+$262K	0.32%	80
2023 Q3	$4.84M	Buy	70,681 +4,693	+7%	+$332K	0.32%	89
2023 Q2	$4.65M	Buy	65,988 +8,226	+14%	+$544K	0.33%	86
2023 Q1	$3.69M	Sell	57,762 -9,086	-14%	-$555K	0.28%	105
2022 Q4	$3.91M	Buy	66,848 +34,283	+105%	+$2.06M	0.33%	87
2022 Q3	$1.88M	Buy	32,565 +5,865	+22%	+$381K	0.2%	144
2022 Q2	$1.61M	Buy	26,700 +1,548	+6%	+$102K	0.15%	182
2022 Q1	$1.92M	Buy	25,152 +923	+4%	+$69.3K	0.16%	167
2021 Q4	$2.03M	Buy	+24,229	New	+$1.95M	0.15%	183
2021 Q3	–	Sell	-4,438	Closed	-$323K	–	535
2021 Q2	$323K	Sell	4,438 -488	-10%	-$33.8K	0.03%	427
2021 Q1	$321K	Buy	+4,926	New	+$318K	0.03%	384
2020 Q2	–	Sell	-1,844	Closed	-$76K	–	318
2020 Q1	$76K	Buy	+1,844	New	+$87.2K	0.05%	176
2019 Q4	–	Sell	-6,108	Closed	-$275K	–	202
2019 Q3	$275K	Buy	6,108 +20	+0.3%	+$905	0.11%	193
2019 Q2	$273K	Buy	6,088 +24	+0.4%	+$1.06K	0.11%	192
2019 Q1	$261K	Buy	6,064 +20	+0.3%	+$819	0.14%	174
2018 Q4	$228K	Buy	+6,044	New	+$245K	0.15%	165

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

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

Stratos Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q1 2026, buying an estimated $44.7K and bringing the position to 28,945 shares worth $3.27M. The position accounts for 0.2% of the portfolio, ranked #108.

Stratos Wealth Advisors first reported a position in IVW in Q4 2018 and has held it in 25 quarters since. The position peaked at $13M in Q4 2024. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Stratos Wealth Advisors held 28,945 shares of iShares S&P 500 Growth ETF worth $3.27M as of Q1 2026.
Stratos Wealth Advisors bought 372 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $44.7K.
iShares S&P 500 Growth ETF made up 0.2% of Stratos Wealth Advisors's portfolio in Q1 2026, its #108 holding.
Stratos Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 25 quarters since.
Stratos Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $13M in Q4 2024.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.