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

Wealth Preservation 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	$91.1K	Sell	805 -3,688	-82%	-$444K	0.08%	111
2025 Q4	$554K	Hold	4,493	–	–	0.28%	39
2025 Q3	$542K	Hold	4,493	–	–	0.32%	37
2025 Q2	$495K	Hold	4,493	–	–	0.31%	41
2025 Q1	$417K	Buy	+4,493	New	+$453K	0.3%	45

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

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

Wealth Preservation Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 82% in Q1 2026, selling an estimated $444K and leaving 805 shares worth $91.1K. The position accounts for 0.08% of the portfolio, ranked #111.

Wealth Preservation Advisors first reported a position in IVW in Q1 2025 and has held it in 5 quarters since. The position peaked at $554K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Wealth Preservation Advisors held 805 shares of iShares S&P 500 Growth ETF worth $91.1K as of Q1 2026.
Wealth Preservation Advisors sold 3,688 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $444K.
iShares S&P 500 Growth ETF made up 0.08% of Wealth Preservation Advisors's portfolio in Q1 2026, its #111 holding.
Wealth Preservation Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 5 quarters since.
Wealth Preservation Advisors's iShares S&P 500 Growth ETF position peaked at $554K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.