Three Seasons Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Three Seasons Wealth’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	$1.93M	Sell	17,077 -56,921	-77%	-$6.85M	0.74%	39
2025 Q4	$9.12M	Buy	73,998 +65,991	+824%	+$8.08M	0.87%	10
2025 Q3	$967K	Sell	8,007 -275,989	-97%	-$31.7M	0.1%	51
2025 Q2	$31.3M	Buy	283,996 +25,414	+10%	+$2.52M	3.59%	6
2025 Q1	$24M	Buy	258,582 +252,133	+3,910%	+$25.4M	11.89%	3
2024 Q4	$655K	Sell	6,449 -999	-13%	-$99.7K	0.32%	61
2024 Q3	$713K	Sell	7,448 -176,387	-96%	-$16.3M	0.38%	53
2024 Q2	$17M	Buy	183,835 +174,793	+1,933%	+$15.1M	9.41%	2
2024 Q1	$760K	Buy	9,042 +1,861	+26%	+$150K	0.53%	49
2023 Q4	$539K	Buy	7,181 +1,759	+32%	+$125K	0.47%	51
2023 Q3	$372K	Buy	+5,422	New	+$384K	0.37%	41

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

Three Seasons Wealth's IVW Position: Q1 2026 in Review

Three Seasons Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 77% in Q1 2026, selling an estimated $6.85M and leaving 17,077 shares worth $1.93M. The position accounts for 0.74% of the portfolio, ranked #39.

Three Seasons Wealth first reported a position in IVW in Q3 2023 and has held it in 11 quarters since. The position peaked at $31.3M in Q2 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Three Seasons Wealth held 17,077 shares of iShares S&P 500 Growth ETF worth $1.93M as of Q1 2026.
Three Seasons Wealth sold 56,921 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $6.85M.
iShares S&P 500 Growth ETF made up 0.74% of Three Seasons Wealth's portfolio in Q1 2026, its #39 holding.
Three Seasons Wealth first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 11 quarters since.
Three Seasons Wealth's iShares S&P 500 Growth ETF position peaked at $31.3M in Q2 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Three Seasons Wealth's 13F filing for Q1 2026, filed 5 May 2026.