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Valley Wealth Managers’s iShares S&P 500 Growth ETF IVW Stock Holding History

Valley Wealth Managers’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 		$4.41M Sell
38,973
-763
-2% -$91.8K 0.28% 84
2025
Q4 		$4.9M Sell
39,736
-1,668
-4% -$204K 0.31% 66
2025
Q3 		$5M Sell
41,404
-1,306
-3% -$150K 0.33% 63
2025
Q2 		$4.7M Sell
42,710
-714
-2% -$70.7K 0.34% 63
2025
Q1 		$4.03M Sell
43,424
-2,224
-5% -$224K 0.31% 73
2024
Q4 		$4.63M Sell
45,648
-3,615
-7% -$361K 0.35% 57
2024
Q3 		$4.72M Sell
49,263
-942
-2% -$87K 0.35% 59
2024
Q2 		$4.65M Sell
50,205
-1,796
-3% -$155K 0.37% 59
2024
Q1 		$4.39M Sell
52,001
-1,338
-3% -$107K 0.33% 68
2023
Q4 		$4.01M Sell
53,339
-612
-1% -$43.6K 0.31% 88
2023
Q3 		$3.69M Sell
53,951
-1,471
-3% -$104K 0.31% 92
2023
Q2 		$3.91M Sell
55,422
-1,579
-3% -$104K 0.35% 77
2023
Q1 		$3.64M Sell
57,001
-1,034
-2% -$63.2K 0.33% 81
2022
Q4 		$3.4M Buy
58,035
+4,524
+8% +$272K 0.32% 80
2022
Q3 		$3.1M Buy
53,511
+9,251
+21% +$601K 0.31% 85
2022
Q2 		$2.67M Sell
44,260
-6,266
-12% -$415K 0.25% 90
2022
Q1 		$3.86M Sell
50,526
-824
-2% -$61.9K 0.32% 82
2021
Q4 		$4.3M Sell
51,350
-114
-0.2% -$9.18K 0.34% 66
2021
Q3 		$3.8M Sell
51,464
-244
-0.5% -$18.6K 0.33% 70
2021
Q2 		$3.76M Buy
51,708
+6,809
+15% +$471K 0.32% 71
2021
Q1 		$2.92M Buy
44,899
+2,016
+5% +$130K 0.26% 87
2020
Q4 		$2.74M Buy
42,883
+10,355
+32% +$628K 0.27% 78
2020
Q3 		$1.88M Buy
32,528
+2,604
+9% +$147K 0.21% 90
2020
Q2 		$1.55M Buy
29,924
+11,256
+60% +$540K 0.17% 94
2020
Q1 		$770K Buy
18,668
+3,260
+21% +$154K 0.1% 100
2019
Q4 		$746K Sell
15,408
-152
-1% -$7.05K 0.07% 111
2019
Q3 		$700K Buy
15,560
+1,644
+12% +$74.4K 0.07% 118
2019
Q2 		$623K Buy
13,916
+3,432
+33% +$151K 0.07% 126
2019
Q1 		$452K Buy
+10,484
New +$430K 0.05% 158
2018
Q1 		– Sell
-6,572
Closed -$251K – 123
2017
Q4 		$251K Buy
+6,572
New +$246K 0.03% 111
2017
Q2 		– Sell
-11,824
Closed -$389K – 151
2017
Q1 		$389K Sell
11,824
-2,204
-16% -$70.7K 0.05% 109
2016
Q4 		$427K Buy
14,028
+2,204
+19% +$66.6K 0.06% 105
2016
Q3 		$359K Buy
11,824
+796
+7% +$24.1K 0.05% 110
2016
Q2 		$321K Buy
11,028
+180
+2% +$5.22K 0.05% 109
2016
Q1 		$314K Sell
10,848
-232
-2% -$6.38K 0.05% 94
2015
Q4 		$321K Hold
11,080
– – 0.06% 93
2015
Q3 		$299K Sell
11,080
-13,152
-54% -$374K 0.05% 91
2015
Q2 		$690K Sell
24,232
-196
-0.8% -$5.68K 0.12% 85
2015
Q1 		$696K Buy
24,428
+980
+4% +$27.8K 0.12% 86
2014
Q4 		$654K Buy
23,448
+1,528
+7% +$41.7K 0.12% 86
2014
Q3 		$585K Hold
21,920
– – 0.11% 87
2014
Q2 		$576K Hold
21,920
– – 0.11% 90
2014
Q1 		$547K Buy
21,920
+76
+0.3% +$1.88K 0.11% 88
2013
Q4 		$539K Buy
21,844
+56
+0.3% +$1.32K 0.11% 88
2013
Q3 		$487K Buy
21,788
+2,100
+11% +$46.4K 0.11% 86
2013
Q2 		$413K Buy
+19,688
New +$417K 0.09% 91

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

Valley Wealth Managers's IVW Position: Q1 2026 in Review

Valley Wealth Managers reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.9% in Q1 2026, selling an estimated $91.8K and leaving 38,973 shares worth $4.41M. The position accounts for 0.28% of the portfolio, ranked #84.

Valley Wealth Managers first reported a position in IVW in Q2 2013 and has held it in 46 quarters since. The position peaked at $5M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Valley Wealth Managers held 38,973 shares of iShares S&P 500 Growth ETF worth $4.41M as of Q1 2026.
  • Valley Wealth Managers sold 763 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $91.8K.
  • iShares S&P 500 Growth ETF made up 0.28% of Valley Wealth Managers's portfolio in Q1 2026, its #84 holding.
  • Valley Wealth Managers first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 46 quarters since.
  • Valley Wealth Managers's iShares S&P 500 Growth ETF position peaked at $5M in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.