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

Summit Wealth Group’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	$251K	Hold	2,223	–	–	0.06%	110
2025 Q4	$274K	Hold	2,223	–	–	0.06%	105
2025 Q3	$268K	Hold	2,223	–	–	0.06%	100
2025 Q2	$245K	Hold	2,223	–	–	0.06%	102
2025 Q1	$206K	Hold	2,223	–	–	0.06%	99
2024 Q4	$226K	Hold	2,223	–	–	0.07%	94
2024 Q3	$213K	Hold	2,223	–	–	0.06%	96
2024 Q2	$206K	Buy	+2,223	New	+$192K	0.06%	93
2023 Q2	–	Sell	-142,027	Closed	-$2K	–	174
2023 Q1	$2K	Buy	+142,027	New	+$8.68M	0.05%	91

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 Wealth Group's IVW Position: Q1 2026 in Review

Summit Wealth Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 2,223 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #110.

Summit Wealth Group first reported a position in IVW in Q1 2023 and has held it in 9 quarters since. The position peaked at $274K in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Summit Wealth Group held 2,223 shares of iShares S&P 500 Growth ETF worth $251K as of Q1 2026.
Summit Wealth Group left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.06% of Summit Wealth Group's portfolio in Q1 2026, its #110 holding.
Summit Wealth Group first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 9 quarters since.
Summit Wealth Group's iShares S&P 500 Growth ETF position peaked at $274K in Q4 2025.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.