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

Taylor Financial 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	$1.23M	Hold	10,856	–	–	0.74%	34
2025 Q4	$1.34M	Hold	10,856	–	–	0.79%	32
2025 Q3	$1.31M	Hold	10,856	–	–	0.75%	31
2025 Q2	$1.2M	Hold	10,856	–	–	0.75%	32
2025 Q1	$1.01M	Hold	10,856	–	–	0.7%	34
2024 Q4	$1.1M	Hold	10,856	–	–	0.76%	32
2024 Q3	$1.04M	Hold	10,856	–	–	0.72%	34
2024 Q2	$1M	Hold	10,856	–	–	0.77%	33
2024 Q1	$917K	Hold	10,856	–	–	0.7%	36
2023 Q4	$815K	Buy	+10,856	New	+$773K	0.67%	40

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

Taylor Financial Group's IVW Position: Q1 2026 in Review

Taylor Financial Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 10,856 shares worth $1.23M. The position accounts for 0.74% of the portfolio, ranked #34.

Taylor Financial Group first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Taylor Financial Group held 10,856 shares of iShares S&P 500 Growth ETF worth $1.23M as of Q1 2026.
Taylor Financial Group left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.74% of Taylor Financial Group's portfolio in Q1 2026, its #34 holding.
Taylor Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Taylor Financial Group's iShares S&P 500 Growth ETF position peaked at $1.34M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Taylor Financial Group's 13F filing for Q1 2026, filed 14 May 2026.