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

Warm Springs 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	$423K	Hold	3,736	–	–	0.36%	42
2025 Q4	$460K	Hold	3,736	–	–	0.36%	41
2025 Q3	$451K	Hold	3,736	–	–	0.34%	41
2025 Q2	$411K	Hold	3,736	–	–	0.35%	39
2025 Q1	$347K	Hold	3,736	–	–	0.35%	42
2024 Q4	$379K	Buy	+3,736	New	+$373K	0.35%	43

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return

Warm Springs Advisors's IVW Position: Q1 2026 in Review

Warm Springs Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 3,736 shares worth $423K. The position accounts for 0.36% of the portfolio, ranked #42.

Warm Springs Advisors first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $460K in Q4 2025. 2,045 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Warm Springs Advisors held 3,736 shares of iShares S&P 500 Growth ETF worth $423K as of Q1 2026.
Warm Springs Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.36% of Warm Springs Advisors's portfolio in Q1 2026, its #42 holding.
Warm Springs Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Warm Springs Advisors's iShares S&P 500 Growth ETF position peaked at $460K in Q4 2025.
2,045 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Warm Springs Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.