Vanguard Personalized Indexing Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Vanguard Personalized Indexing 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	$1.57M	Sell	13,903 -1,965	-12%	-$236K	0.02%	711
2025 Q4	$1.96M	Sell	15,868 -652	-4%	-$79.8K	0.02%	609
2025 Q3	$1.99M	Buy	16,520 +1,222	+8%	+$141K	0.02%	593
2025 Q2	$1.68M	Sell	15,298 -230	-1%	-$22.8K	0.02%	628
2025 Q1	$1.44M	Buy	15,528 +8,569	+123%	+$864K	0.02%	618
2024 Q4	$707K	Buy	6,959 +841	+14%	+$83.9K	0.01%	950
2024 Q3	$586K	Sell	6,118 -292	-5%	-$27K	0.01%	1025
2024 Q2	$593K	Buy	6,410 +1,869	+41%	+$161K	0.01%	959
2024 Q1	$383K	Buy	+4,541	New	+$365K	0.01%	1149

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

Vanguard Personalized Indexing Management's IVW Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q1 2026, selling an estimated $236K and leaving 13,903 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #711.

Vanguard Personalized Indexing Management first reported a position in IVW in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.99M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Vanguard Personalized Indexing Management held 13,903 shares of iShares S&P 500 Growth ETF worth $1.57M as of Q1 2026.
Vanguard Personalized Indexing Management sold 1,965 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $236K.
iShares S&P 500 Growth ETF made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #711 holding.
Vanguard Personalized Indexing Management first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Vanguard Personalized Indexing Management's iShares S&P 500 Growth ETF position peaked at $1.99M in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.