Tradition Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Tradition Wealth Management’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	$6.84M	Sell	60,442 -797	-1%	-$95.9K	0.49%	54
2025 Q4	$7.55M	Buy	61,239 +148	+0.2%	+$18.1K	0.54%	49
2025 Q3	$7.37M	Sell	61,091 -6,399	-9%	-$736K	0.55%	45
2025 Q2	$7.43M	Sell	67,490 -12,923	-16%	-$1.28M	0.59%	43
2025 Q1	$7.46M	Buy	80,413 +1,611	+2%	+$162K	0.66%	41
2024 Q4	$8M	Sell	78,802 -3,190	-4%	-$318K	0.7%	39
2024 Q3	$7.85M	Buy	81,992 +328	+0.4%	+$30.3K	0.7%	41
2024 Q2	$7.56M	Buy	81,664 +28,124	+53%	+$2.42M	0.73%	37
2024 Q1	$4.52M	Buy	53,540 +27,681	+107%	+$2.22M	0.46%	56
2023 Q4	$1.94M	Buy	25,859 +504	+2%	+$35.9K	0.2%	91
2023 Q3	$1.74M	Buy	25,355 +16,776	+196%	+$1.19M	0.21%	89
2023 Q2	$605K	Sell	8,579 -592	-6%	-$39.1K	0.07%	157
2023 Q1	$586K	Sell	9,171 -393	-4%	-$24K	0.07%	153
2022 Q4	$560K	Sell	9,564 -112	-1%	-$6.72K	0.08%	149
2022 Q3	$560K	Sell	9,676 -798	-8%	-$51.9K	0.08%	147
2022 Q2	$632K	Sell	10,474 -522	-5%	-$34.5K	0.09%	139
2022 Q1	$840K	Buy	10,996 +4	+0%	+$301	0.11%	137
2021 Q4	$920K	Buy	10,992 +1,347	+14%	+$109K	0.12%	134
2021 Q3	$713K	Hold	9,645	–	–	0.1%	138
2021 Q2	$701K	Sell	9,645 -333	-3%	-$23K	0.1%	143
2021 Q1	$650K	Sell	9,978 -235	-2%	-$15.2K	0.11%	142
2020 Q4	$652K	Buy	+10,213	New	+$619K	0.13%	120

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

Tradition Wealth Management's IVW Position: Q1 2026 in Review

Tradition Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q1 2026, selling an estimated $95.9K and leaving 60,442 shares worth $6.84M. The position accounts for 0.49% of the portfolio, ranked #54.

Tradition Wealth Management first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. The position peaked at $8M in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Tradition Wealth Management held 60,442 shares of iShares S&P 500 Growth ETF worth $6.84M as of Q1 2026.
Tradition Wealth Management sold 797 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $95.9K.
iShares S&P 500 Growth ETF made up 0.49% of Tradition Wealth Management's portfolio in Q1 2026, its #54 holding.
Tradition Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
Tradition Wealth Management's iShares S&P 500 Growth ETF position peaked at $8M in Q4 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.