SF
IVW icon

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

Summit Financial’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 		$8.66M Buy
76,553
+53,109
+227% +$6.39M 0.11% 180
2025
Q4 		$2.89M Sell
23,444
-13,218
-36% -$1.62M 0.04% 392
2025
Q3 		$4.43M Buy
36,662
+23,128
+171% +$2.66M 0.07% 286
2025
Q2 		$1.49M Sell
13,534
-2,049
-13% -$203K 0.03% 343
2025
Q1 		$1.45M Buy
15,583
+4,369
+39% +$440K 0.04% 310
2024
Q4 		$1.14M Buy
11,214
+2,167
+24% +$216K 0.04% 292
2024
Q3 		$866K Buy
9,047
+4,059
+81% +$375K 0.03% 285
2024
Q2 		$462K Buy
4,988
+582
+13% +$50.2K 0.02% 338
2024
Q1 		$372K Buy
4,406
+579
+15% +$46.5K 0.02% 296
2023
Q4 		$287K Buy
3,827
+15
+0.4% +$1.07K 0.02% 301
2023
Q3 		$262K Buy
3,812
+28
+0.7% +$1.98K 0.02% 299
2023
Q2 		$267K Buy
3,784
+339
+10% +$22.4K 0.02% 289
2023
Q1 		$220K Sell
3,445
-106
-3% -$6.48K 0.02% 241
2022
Q4 		$208K Buy
+3,551
New +$213K 0.02% 237

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's IVW Position: Q1 2026 in Review

Summit Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 227% in Q1 2026, buying an estimated $6.39M and bringing the position to 76,553 shares worth $8.66M. The position accounts for 0.11% of the portfolio, ranked #180.

Summit Financial first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Summit Financial held 76,553 shares of iShares S&P 500 Growth ETF worth $8.66M as of Q1 2026.
  • Summit Financial bought 53,109 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $6.39M.
  • iShares S&P 500 Growth ETF made up 0.11% of Summit Financial's portfolio in Q1 2026, its #180 holding.
  • Summit Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.