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Summit Financial Consulting’s iShares S&P 500 Growth ETF IVW Stock Holding History

Summit Financial Consulting’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 		$6.9M Buy
60,999
+248
+0.4% +$29.8K 4.94% 10
2025
Q4 		$7.49M Buy
60,751
+5,199
+9% +$636K 5.44% 6
2025
Q3 		$6.71M Buy
+55,552
New +$6.39M 5.35% 6
2025
Q2 		– Sell
-60,236
Closed -$5.59M – 43
2025
Q1 		$5.59M Buy
+60,236
New +$6.07M 5.19% 5

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

Summit Financial Consulting's IVW Position: Q1 2026 in Review

Summit Financial Consulting increased its iShares S&P 500 Growth ETF (IVW) stake by 0.41% in Q1 2026, buying an estimated $29.8K and bringing the position to 60,999 shares worth $6.9M. The position accounts for 4.94% of the portfolio, ranked #10.

Summit Financial Consulting first reported a position in IVW in Q1 2025 and has held it in 4 quarters since. The position peaked at $7.49M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Summit Financial Consulting held 60,999 shares of iShares S&P 500 Growth ETF worth $6.9M as of Q1 2026.
  • Summit Financial Consulting bought 248 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $29.8K.
  • iShares S&P 500 Growth ETF made up 4.94% of Summit Financial Consulting's portfolio in Q1 2026, its #10 holding.
  • Summit Financial Consulting first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 4 quarters since.
  • Summit Financial Consulting's iShares S&P 500 Growth ETF position peaked at $7.49M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.