Summit Investment Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Summit Investment Advisory Services’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	$7.66M	Sell	67,756 -2,074	-3%	-$249K	2.85%	9
2025 Q4	$8.61M	Sell	69,830 -263	-0.4%	-$32.2K	3.25%	8
2025 Q3	$8.46M	Sell	70,093 -342	-0.5%	-$39.3K	3.37%	8
2025 Q2	$7.75M	Buy	70,435 +877	+1%	+$86.8K	3.37%	8
2025 Q1	$6.46M	Sell	69,558 -4,100	-6%	-$413K	3.17%	8
2024 Q4	$7.48M	Sell	73,658 -467	-0.6%	-$46.6K	3.86%	7
2024 Q3	$7.1M	Buy	+74,125	New	+$6.84M	3.76%	7
2024 Q2	–	Sell	-88,575	Closed	-$7.48M	–	70
2024 Q1	$7.48M	Sell	88,575 -2,586	-3%	-$208K	4.43%	7
2023 Q4	$6.85M	Sell	91,161 -3,057	-3%	-$218K	4.31%	7
2023 Q3	$6.45M	Sell	94,218 -939	-1%	-$66.5K	4.78%	6
2023 Q2	$6.71M	Sell	95,157 -781	-0.8%	-$51.6K	4.44%	6
2023 Q1	$6.13M	Sell	95,938 -1,533	-2%	-$93.7K	4.36%	6
2022 Q4	$5.7M	Buy	+97,471	New	+$5.85M	6.9%	3

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

Summit Investment Advisory Services's IVW Position: Q1 2026 in Review

Summit Investment Advisory Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 3% in Q1 2026, selling an estimated $249K and leaving 67,756 shares worth $7.66M. The position accounts for 2.85% of the portfolio, ranked #9.

Summit Investment Advisory Services first reported a position in IVW in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.61M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Summit Investment Advisory Services held 67,756 shares of iShares S&P 500 Growth ETF worth $7.66M as of Q1 2026.
Summit Investment Advisory Services sold 2,074 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $249K.
iShares S&P 500 Growth ETF made up 2.85% of Summit Investment Advisory Services's portfolio in Q1 2026, its #9 holding.
Summit Investment Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 13 quarters since.
Summit Investment Advisory Services's iShares S&P 500 Growth ETF position peaked at $8.61M 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 Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.