Sutton Place Investors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sutton Place Investors’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	$2.47M	Buy	21,798 +2,378	+12%	+$286K	1.35%	16
2025 Q4	$2.39M	Sell	19,420 -805	-4%	-$98.5K	1.31%	19
2025 Q3	$2.44M	Sell	20,225 -750	-4%	-$86.3K	1.39%	17
2025 Q2	$2.31M	Sell	20,975 -3,666	-15%	-$363K	1.39%	17
2025 Q1	$2.29M	Buy	24,641 +583	+2%	+$58.8K	1.54%	15
2024 Q4	$2.44M	Sell	24,058 -441	-2%	-$44K	1.41%	14
2024 Q3	$2.35M	Sell	24,499 -314	-1%	-$29K	1.43%	15
2024 Q2	$2.3M	Buy	24,813 +10,540	+74%	+$909K	1.53%	15
2024 Q1	$1.21M	Buy	14,273 +9,996	+234%	+$803K	0.6%	46
2023 Q4	$321K	Buy	4,277 +332	+8%	+$23.6K	0.23%	99
2023 Q3	$270K	Buy	+3,945	New	+$279K	0.35%	57
2022 Q3	–	Sell	-6,393	Closed	-$386K	–	67
2022 Q2	$386K	Hold	6,393	–	–	0.56%	43
2022 Q1	$443K	Sell	6,393 -151	-2%	-$11.3K	0.53%	42
2021 Q4	$548K	Buy	+6,544	New	+$527K	0.63%	43

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

Sutton Place Investors's IVW Position: Q1 2026 in Review

Sutton Place Investors increased its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q1 2026, buying an estimated $286K and bringing the position to 21,798 shares worth $2.47M. The position accounts for 1.35% of the portfolio, ranked #16.

Sutton Place Investors first reported a position in IVW in Q4 2021 and has held it in 14 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Sutton Place Investors held 21,798 shares of iShares S&P 500 Growth ETF worth $2.47M as of Q1 2026.
Sutton Place Investors bought 2,378 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $286K.
iShares S&P 500 Growth ETF made up 1.35% of Sutton Place Investors's portfolio in Q1 2026, its #16 holding.
Sutton Place Investors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 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 Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.