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WBH Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

WBH Advisory’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 		$3.76M Sell
32,845
-113
-0.3% -$13.6K 0.28% 74
2025
Q4 		$4.06M Sell
32,958
-8
-0% -$979 0.3% 70
2025
Q3 		$3.98M Sell
32,966
-3
-0% -$345 0.3% 69
2025
Q2 		$3.63M Sell
32,969
-804
-2% -$79.6K 0.31% 68
2025
Q1 		$3.14M Sell
33,773
-264
-0.8% -$26.6K 0.29% 69
2024
Q4 		$3.46M Sell
34,037
-1,000
-3% -$99.8K 0.32% 66
2024
Q3 		$3.35M Sell
35,037
-1,599
-4% -$148K 0.32% 64
2024
Q2 		$3.39M Sell
36,636
-93
-0.3% -$8.02K 0.34% 63
2024
Q1 		$3.1M Sell
36,729
-874
-2% -$70.2K 0.32% 65
2023
Q4 		$2.82M Sell
37,603
-4,893
-12% -$348K 0.31% 65
2023
Q3 		$2.91M Sell
42,496
-478
-1% -$33.8K 0.36% 65
2023
Q2 		$3.03M Sell
42,974
-4,806
-10% -$318K 0.36% 66
2023
Q1 		$3.05M Buy
+47,780
New +$2.92M 0.38% 64
2022
Q3 		$2.44M Sell
42,144
-4,543
-10% -$295K 0.35% 68
2022
Q2 		$2.91M Buy
46,687
+32,549
+230% +$2.15M 0.39% 59
2022
Q1 		$988K Buy
14,138
+7,504
+113% +$564K 0.12% 146
2021
Q4 		$555K Buy
6,634
+59
+0.9% +$4.75K 0.06% 211
2021
Q3 		$486K Buy
6,575
+4
+0.1% +$305 0.07% 207
2021
Q2 		$502K Sell
6,571
-66
-1% -$4.57K 0.07% 180
2021
Q1 		$432K Sell
6,637
-60
-0.9% -$3.88K 0.07% 192
2020
Q4 		$437K Buy
6,697
+5
+0.1% +$303 0.08% 181
2020
Q3 		$387K Sell
6,692
-88
-1% -$4.98K 0.08% 180
2020
Q2 		$351K Buy
6,780
+168
+3% +$8.05K 0.08% 182
2020
Q1 		$272 Buy
6,612
+1,808
+38% +$85.5K 0.06% 184
2019
Q4 		$232K Buy
+4,804
New +$223K 0.05% 227
2018
Q4 		– Sell
-4,804
Closed -$212K – 234
2018
Q3 		$212K Hold
4,804
– – 0.05% 234
2018
Q2 		$195K Buy
+4,804
New +$193K 0.05% 228
2017
Q3 		– Sell
-9,896
Closed -$338K – 227
2017
Q2 		$338K Buy
+9,896
New +$335K 0.09% 170

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

WBH Advisory's IVW Position: Q1 2026 in Review

WBH Advisory reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.34% in Q1 2026, selling an estimated $13.6K and leaving 32,845 shares worth $3.76M. The position accounts for 0.28% of the portfolio, ranked #74.

WBH Advisory first reported a position in IVW in Q2 2017 and has held it in 28 quarters since. The position peaked at $4.06M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • WBH Advisory held 32,845 shares of iShares S&P 500 Growth ETF worth $3.76M as of Q1 2026.
  • WBH Advisory sold 113 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $13.6K.
  • iShares S&P 500 Growth ETF made up 0.28% of WBH Advisory's portfolio in Q1 2026, its #74 holding.
  • WBH Advisory first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and has held it in 28 quarters since.
  • WBH Advisory's iShares S&P 500 Growth ETF position peaked at $4.06M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.