Talon Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$283K Buy
+2,499
New +$301K 0.04% 166
2025
Q2
$275K Sell
2,499
-183
-7% -$18.1K 0.04% 152
2025
Q1
$249K Buy
2,682
+57
+2% +$5.75K 0.03% 159
2024
Q4
$267K Buy
+2,625
New +$262K 0.06% 118

Other funds holding IVW

Talon Private Wealth's IVW Position: Q1 2026 in Review

Talon Private Wealth opened a new position in iShares S&P 500 Growth ETF (IVW) in Q1 2026: 2,499 shares worth $283K. The stake represents 0.04% of the portfolio and ranks #166 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in IVW as recently as Q2 2025.

Talon Private Wealth first reported a position in IVW in Q4 2024 and has held it in 4 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Talon Private Wealth held 2,499 shares of iShares S&P 500 Growth ETF worth $283K as of Q1 2026.
  • iShares S&P 500 Growth ETF was a new Talon Private Wealth position in Q1 2026.
  • iShares S&P 500 Growth ETF made up 0.04% of Talon Private Wealth's portfolio in Q1 2026, its #166 holding.
  • Talon Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.