VestGen Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

VestGen Advisors’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	$12.6M	Buy	92,783 +15,811	+21%	+$1.9M	0.34%	59
2025 Q4	$9.49M	Sell	76,972 -90,524	-54%	-$11.1M	0.4%	55
2025 Q3	$20.2M	Sell	167,496 -1,917	-1%	-$220K	0.67%	30
2025 Q2	$19.3M	Sell	169,413 -9,853	-5%	-$975K	0.77%	27
2025 Q1	$16.6M	Buy	+179,266	New	+$18.1M	0.76%	27

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

VestGen Advisors's IVW Position: Q1 2026 in Review

VestGen Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 21% in Q1 2026, buying an estimated $1.9M and bringing the position to 92,783 shares worth $12.6M. The position accounts for 0.34% of the portfolio, ranked #59.

VestGen Advisors first reported a position in IVW in Q1 2025 and has held it in 5 quarters since. The position peaked at $20.2M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

VestGen Advisors held 92,783 shares of iShares S&P 500 Growth ETF worth $12.6M as of Q1 2026.
VestGen Advisors bought 15,811 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.9M.
iShares S&P 500 Growth ETF made up 0.34% of VestGen Advisors's portfolio in Q1 2026, its #59 holding.
VestGen Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 5 quarters since.
VestGen Advisors's iShares S&P 500 Growth ETF position peaked at $20.2M in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.