United Capital Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $125M | Buy |
1,105,695
+21,535
| +2% | +$2.59M | 0.77% | 26 |
|
|
2025
Q4 | $134M | Buy |
1,084,160
+18,903
| +2% | +$2.31M | 0.8% | 24 |
|
|
2025
Q3 | $129M | Sell |
1,065,257
-33,098
| -3% | -$3.81M | 0.92% | 19 |
|
|
2025
Q2 | $121M | Sell |
1,098,355
-129,819
| -11% | -$12.8M | 0.98% | 18 |
|
|
2025
Q1 | $114M | Sell |
1,228,174
-41,393
| -3% | -$4.17M | 0.98% | 19 |
|
|
2024
Q4 | $129M | Sell |
1,269,567
-75,199
| -6% | -$7.5M | 1.09% | 15 |
|
|
2024
Q3 | $129M | Sell |
1,344,766
-134,782
| -9% | -$12.4M | 1.06% | 17 |
|
|
2024
Q2 | $137M | Buy |
1,479,548
+436,065
| +42% | +$37.6M | 1.18% | 16 |
|
|
2024
Q1 | $88.1M | Buy |
1,043,483
+458,259
| +78% | +$36.8M | 0.73% | 31 |
|
|
2023
Q4 | $44M | Buy |
585,224
+166,048
| +40% | +$11.8M | 0.36% | 61 |
|
|
2023
Q3 | $28.7M | Sell |
419,176
-87,361
| -17% | -$6.18M | 0.19% | 107 |
|
|
2023
Q2 | $35.7M | Sell |
506,537
-26,766
| -5% | -$1.77M | 0.19% | 102 |
|
|
2023
Q1 | $34.1M | Sell |
533,303
-38,087
| -7% | -$2.33M | 0.19% | 104 |
|
|
2022
Q4 | $33.4M | Sell |
571,390
-48,811
| -8% | -$2.93M | 0.19% | 111 |
|
|
2022
Q3 | $35.9M | Sell |
620,201
-32,825
| -5% | -$2.13M | 0.21% | 96 |
|
|
2022
Q2 | $39.4M | Sell |
653,026
-20,018
| -3% | -$1.32M | 0.22% | 94 |
|
|
2022
Q1 | $51.4M | Sell |
673,044
-23,289
| -3% | -$1.75M | 0.25% | 81 |
|
|
2021
Q4 | $58.3M | Sell |
696,333
-85,590
| -11% | -$6.9M | 0.27% | 75 |
|
|
2021
Q3 | $57.8M | Sell |
781,923
-32,845
| -4% | -$2.5M | 0.29% | 68 |
|
|
2021
Q2 | $59.3M | Sell |
814,768
-33,816
| -4% | -$2.34M | 0.3% | 71 |
|
|
2021
Q1 | $55.3M | Sell |
848,584
-48,452
| -5% | -$3.13M | 0.31% | 70 |
|
|
2020
Q4 | $57.2M | Sell |
897,036
-45,620
| -5% | -$2.77M | 0.34% | 64 |
|
|
2020
Q3 | $54.5M | Sell |
942,656
-21,944
| -2% | -$1.24M | 0.36% | 62 |
|
|
2020
Q2 | $50M | Sell |
964,600
-40,896
| -4% | -$1.96M | 0.36% | 65 |
|
|
2020
Q1 | $39.8M | Sell |
1,005,496
-47,060
| -4% | -$2.23M | 0.33% | 66 |
|
|
2019
Q4 | $51M | Sell |
1,052,556
-32,836
| -3% | -$1.52M | 0.33% | 65 |
|
|
2019
Q3 | $48.9M | Sell |
1,085,392
-44,244
| -4% | -$2M | 0.34% | 63 |
|
|
2019
Q2 | $50.6M | Sell |
1,129,636
-19,624
| -2% | -$863K | 0.33% | 63 |
|
|
2019
Q1 | $49.5M | Sell |
1,149,260
-391,224
| -25% | -$16M | 0.35% | 61 |
|
|
2018
Q4 | $58M | Buy |
1,540,484
+17,724
| +1% | +$717K | 0.46% | 40 |
|
|
2018
Q3 | $67.4M | Buy |
1,522,760
+115,676
| +8% | +$4.97M | 0.47% | 41 |
|
|
2018
Q2 | $57.2M | Buy |
1,407,084
+15,644
| +1% | +$628K | 0.43% | 43 |
|
|
2018
Q1 | $53.9M | Sell |
1,391,440
-74,324
| -5% | -$2.96M | 0.41% | 48 |
|
|
2017
Q4 | $56.2M | Sell |
1,465,764
-61,436
| -4% | -$2.3M | 0.44% | 42 |
|
|
2017
Q3 | $54.8M | Buy |
1,527,200
+5,428
| +0.4% | +$191K | 0.46% | 41 |
|
|
2017
Q2 | $52.1M | Buy |
1,521,772
+74,476
| +5% | +$2.52M | 0.47% | 37 |
|
|
2017
Q1 | $47.6M | Buy |
1,447,296
+24,756
| +2% | +$794K | 0.44% | 44 |
|
|
2016
Q4 | $43.3M | Sell |
1,422,540
-958,276
| -40% | -$28.9M | 0.42% | 48 |
|
|
2016
Q3 | $72.4M | Buy |
2,380,816
+88,300
| +4% | +$2.68M | 0.7% | 20 |
|
|
2016
Q2 | $67.1M | Buy |
2,292,516
+700,660
| +44% | +$20.3M | 0.68% | 22 |
|
|
2016
Q1 | $46.1M | Sell |
1,591,856
-765,700
| -32% | -$21.1M | 0.51% | 32 |
|
|
2015
Q4 | $68.3M | Buy |
2,357,556
+638,620
| +37% | +$18.6M | 0.79% | 20 |
|
|
2015
Q3 | $46.3M | Sell |
1,718,936
-212,396
| -11% | -$6.04M | 0.56% | 27 |
|
|
2015
Q2 | $55M | Buy |
1,931,332
+173,000
| +10% | +$5.01M | 0.64% | 27 |
|
|
2015
Q1 | $50.3M | Sell |
1,758,332
-57,976
| -3% | -$1.65M | 0.62% | 26 |
|
|
2014
Q4 | $50.7M | Sell |
1,816,308
-1,138,476
| -39% | -$31.1M | 0.76% | 22 |
|
|
2014
Q3 | $78.9M | Sell |
2,954,784
-385,676
| -12% | -$10.3M | 1.37% | 7 |
|
|
2014
Q2 | $87.8M | Sell |
3,340,460
-148,324
| -4% | -$3.76M | 1.63% | 3 |
|
|
2014
Q1 | $87.1M | Buy |
3,488,784
+3,477,552
| +30,961% | +$85.9M | 1.86% | 7 |
|
|
2013
Q4 | $277K | Sell |
11,232
-3,158,620
| -100% | -$74.4M | 0.01% | 541 |
|
|
2013
Q3 | $70.8M | Buy |
3,169,852
+224,732
| +8% | +$4.96M | 2.26% | 2 |
|
|
2013
Q2 | $61.9M | Buy |
+2,945,120
| New | +$62.4M | 1.64% | 3 |
|
Other funds holding IVW
United Capital Financial Advisors's IVW Position: Q1 2026 in Review
United Capital Financial Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 2% in Q1 2026, buying an estimated $2.59M and bringing the position to 1,105,695 shares worth $125M. The position accounts for 0.77% of the portfolio, ranked #26.
United Capital Financial Advisors first reported a position in IVW in Q2 2013 and has held it in 52 quarters since. The position peaked at $137M in Q2 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- United Capital Financial Advisors held 1,105,695 shares of iShares S&P 500 Growth ETF worth $125M as of Q1 2026.
- United Capital Financial Advisors bought 21,535 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $2.59M.
- iShares S&P 500 Growth ETF made up 0.77% of United Capital Financial Advisors's portfolio in Q1 2026, its #26 holding.
- United Capital Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's iShares S&P 500 Growth ETF position peaked at $137M in Q2 2024.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.