UAG
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United Advisor Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

United Advisor 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 		$2.29M Buy
20,261
+2,399
+13% +$289K 0.28% 97
2025
Q4 		$2.2M Buy
17,862
+12,702
+246% +$1.55M 0.27% 94
2025
Q3 		$623K Buy
5,160
+214
+4% +$24.6K 0.08% 230
2025
Q2 		$545K Buy
4,946
+527
+12% +$52.2K 0.09% 208
2025
Q1 		$410K Buy
4,419
+59
+1% +$5.95K 0.08% 220
2024
Q4 		$443K Buy
4,360
+364
+9% +$36.3K 0.09% 217
2024
Q3 		$383K Sell
3,996
-1,317
-25% -$122K 0.09% 234
2024
Q2 		$492K Buy
5,313
+997
+23% +$86K 0.15% 131
2024
Q1 		$364K Sell
4,316
-5,113
-54% -$411K 0.14% 141
2023
Q4 		$724K Buy
+9,429
New +$671K 0.87% 21

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

United Advisor Group's IVW Position: Q1 2026 in Review

United Advisor Group increased its iShares S&P 500 Growth ETF (IVW) stake by 13% in Q1 2026, buying an estimated $289K and bringing the position to 20,261 shares worth $2.29M. The position accounts for 0.28% of the portfolio, ranked #97.

United Advisor Group first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • United Advisor Group held 20,261 shares of iShares S&P 500 Growth ETF worth $2.29M as of Q1 2026.
  • United Advisor Group bought 2,399 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $289K.
  • iShares S&P 500 Growth ETF made up 0.28% of United Advisor Group's portfolio in Q1 2026, its #97 holding.
  • United Advisor Group first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.