Ullmann Wealth Partners Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ullmann Wealth Partners 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	$1.57M	Sell	13,880 -3,707	-21%	-$446K	0.16%	56
2025 Q4	$2.19M	Hold	17,587	–	–	0.23%	49
2025 Q3	$2.12M	Sell	17,587 -101	-0.6%	-$11.6K	0.23%	48
2025 Q2	$1.95M	Buy	17,688 +6,932	+64%	+$686K	0.23%	48
2025 Q1	$998K	Hold	10,756	–	–	0.13%	61
2024 Q4	$1.09M	Hold	10,756	–	–	0.14%	58
2024 Q3	$1.03M	Buy	10,756 +6,380	+146%	+$589K	0.13%	57
2024 Q2	$405K	Hold	4,376	–	–	0.06%	83
2024 Q1	$370K	Hold	4,376	–	–	0.05%	81
2023 Q4	$329K	Hold	4,376	–	–	0.05%	85
2023 Q3	$299K	Hold	4,376	–	–	0.06%	84
2023 Q2	$308K	Hold	4,376	–	–	0.06%	80
2023 Q1	$280K	Hold	4,376	–	–	0.06%	76
2022 Q4	$256K	Hold	4,376	–	–	0.06%	73
2022 Q3	$253K	Hold	4,376	–	–	0.07%	73
2022 Q2	$264K	Hold	4,376	–	–	0.07%	71
2022 Q1	$334K	Buy	4,376 +160	+4%	+$12K	0.09%	65
2021 Q4	$353K	Hold	4,216	–	–	0.09%	63
2021 Q3	$312K	Hold	4,216	–	–	0.12%	63
2021 Q2	$307K	Hold	4,216	–	–	0.13%	63
2021 Q1	$275K	Hold	4,216	–	–	0.12%	66
2020 Q4	$269K	Hold	4,216	–	–	0.13%	60
2020 Q3	$244K	Hold	4,216	–	–	0.14%	62
2020 Q2	$219K	Buy	+4,216	New	+$202K	0.13%	61
2018 Q3	–	Sell	-5,144	Closed	-$209K	–	58
2018 Q2	$209K	Sell	5,144 -188	-4%	-$7.55K	0.14%	54
2018 Q1	$201K	Hold	5,332	–	–	0.14%	52
2017 Q4	$203K	Buy	+5,332	New	+$199K	0.14%	53
2017 Q3	–	Sell	-6,180	Closed	-$211K	–	90
2017 Q2	$211K	Hold	6,180	–	–	0.15%	55
2017 Q1	$203K	Buy	+6,180	New	+$198K	0.17%	50

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

Ullmann Wealth Partners Group's IVW Position: Q1 2026 in Review

Ullmann Wealth Partners Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 21% in Q1 2026, selling an estimated $446K and leaving 13,880 shares worth $1.57M. The position accounts for 0.16% of the portfolio, ranked #56.

Ullmann Wealth Partners Group first reported a position in IVW in Q1 2017 and has held it in 29 quarters since. The position peaked at $2.19M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Ullmann Wealth Partners Group held 13,880 shares of iShares S&P 500 Growth ETF worth $1.57M as of Q1 2026.
Ullmann Wealth Partners Group sold 3,707 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $446K.
iShares S&P 500 Growth ETF made up 0.16% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #56 holding.
Ullmann Wealth Partners Group first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 29 quarters since.
Ullmann Wealth Partners Group's iShares S&P 500 Growth ETF position peaked at $2.19M in Q4 2025.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2026, filed 13 Apr 2026.