VWA
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Visionary Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Visionary Wealth 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 		$496K Buy
4,385
+50
+1% +$6.01K 0.02% 401
2025
Q4 		$534K Sell
4,335
-391
-8% -$47.9K 0.02% 374
2025
Q3 		$571K Buy
4,726
+17
+0.4% +$1.96K 0.03% 362
2025
Q2 		$518K Sell
4,709
-60
-1% -$5.94K 0.03% 353
2025
Q1 		$443K Sell
4,769
-241
-5% -$24.3K 0.03% 365
2024
Q4 		$509K Buy
5,010
+14
+0.3% +$1.4K 0.03% 351
2024
Q3 		$478K Buy
4,996
+200
+4% +$18.5K 0.03% 350
2024
Q2 		$444K Sell
4,796
-128
-3% -$11K 0.03% 347
2024
Q1 		$416K Buy
4,924
+63
+1% +$5.06K 0.03% 354
2023
Q4 		$365K Sell
4,861
-222
-4% -$15.8K 0.03% 360
2023
Q3 		$348K Sell
5,083
-2
-0% -$142 0.03% 349
2023
Q2 		$358K Buy
5,085
+11
+0.2% +$727 0.03% 342
2023
Q1 		$324K Buy
5,074
+118
+2% +$7.21K 0.03% 340
2022
Q4 		$290K Sell
4,956
-429
-8% -$25.8K 0.03% 328
2022
Q3 		$312K Sell
5,385
-150,220
-97% -$9.76M 0.03% 286
2022
Q2 		$9.39M Buy
155,605
+14,846
+11% +$982K 0.84% 28
2022
Q1 		$10.8M Buy
140,759
+6,918
+5% +$520K 0.86% 28
2021
Q4 		$11.2M Sell
133,841
-424
-0.3% -$34.2K 0.92% 28
2021
Q3 		$9.92M Sell
134,265
-1,259
-0.9% -$96K 1.02% 28
2021
Q2 		$9.86M Buy
135,524
+38,819
+40% +$2.69M 0.99% 27
2021
Q1 		$6.3M Buy
96,705
+7,548
+8% +$488K 0.66% 38
2020
Q4 		$5.69M Buy
89,157
+78,429
+731% +$4.76M 0.64% 41
2020
Q3 		$620K Buy
+10,728
New +$607K 0.09% 144
2020
Q2 		– Sell
-5,436
Closed -$225K – 237
2020
Q1 		$225K Sell
5,436
-17,468
-76% -$826K 0.04% 175
2019
Q4 		$1.11M Buy
+22,904
New +$1.06M 0.2% 97

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

Visionary Wealth Advisors's IVW Position: Q1 2026 in Review

Visionary Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 1.2% in Q1 2026, buying an estimated $6.01K and bringing the position to 4,385 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #401.

Visionary Wealth Advisors first reported a position in IVW in Q4 2019 and has held it in 25 quarters since. The position peaked at $11.2M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Visionary Wealth Advisors held 4,385 shares of iShares S&P 500 Growth ETF worth $496K as of Q1 2026.
  • Visionary Wealth Advisors bought 50 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $6.01K.
  • iShares S&P 500 Growth ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #401 holding.
  • Visionary Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • Visionary Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $11.2M in Q4 2021.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.