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Waters Parkerson & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Waters Parkerson & Co’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 		– Sell
-44,750
Closed -$5.52M – 191
2025
Q4 		$5.52M Hold
44,750
– – 0.27% 53
2025
Q3 		$5.4M Hold
44,750
– – 0.26% 55
2025
Q2 		$4.93M Buy
44,750
+6,750
+18% +$668K 0.25% 58
2025
Q1 		$3.53M Buy
38,000
+10,750
+39% +$1.08M 0.19% 63
2024
Q4 		$2.77M Buy
27,250
+11,250
+70% +$1.12M 0.15% 70
2024
Q3 		$1.53M Buy
16,000
+12,000
+300% +$1.11M 0.08% 88
2024
Q2 		$370K Buy
+4,000
New +$345K 0.02% 140

Other funds holding IVW

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

Waters Parkerson & Co's IVW Position: Q1 2026 in Review

Waters Parkerson & Co sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 44,750 shares — an estimated $5.52M sold.

Waters Parkerson & Co first reported a position in IVW in Q2 2024 and held it in 7 quarters. The position peaked at $5.52M in Q4 2025. 2,045 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Waters Parkerson & Co reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Waters Parkerson & Co sold 44,750 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $5.52M.
  • Waters Parkerson & Co first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and held it in 7 quarters.
  • Waters Parkerson & Co's iShares S&P 500 Growth ETF position peaked at $5.52M in Q4 2025.
  • 2,045 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Waters Parkerson & Co's 13F filing for Q1 2026, filed 29 Apr 2026.