WealthCare Investment Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

WealthCare Investment Partners’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	$280K	Buy	2,433 +2	+0.1%	+$241	0.08%	158
2025 Q4	$300K	Buy	2,431 +3	+0.1%	+$367	0.09%	151
2025 Q3	$294K	Buy	2,428 +3	+0.1%	+$345	0.1%	140
2025 Q2	$269K	Buy	2,425 +2	+0.1%	+$198	0.1%	133
2025 Q1	$208K	Buy	2,423 +3	+0.1%	+$302	0.09%	144
2024 Q4	$246K	Buy	2,420 +3	+0.1%	+$299	0.11%	127
2024 Q3	$229K	Buy	+2,417	New	+$223K	0.1%	128

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

WealthCare Investment Partners's IVW Position: Q1 2026 in Review

WealthCare Investment Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 0.08% in Q1 2026, buying an estimated $241 and bringing the position to 2,433 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #158.

WealthCare Investment Partners first reported a position in IVW in Q3 2024 and has held it in 7 quarters since. The position peaked at $300K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

WealthCare Investment Partners held 2,433 shares of iShares S&P 500 Growth ETF worth $280K as of Q1 2026.
WealthCare Investment Partners bought 2 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $241.
iShares S&P 500 Growth ETF made up 0.08% of WealthCare Investment Partners's portfolio in Q1 2026, its #158 holding.
WealthCare Investment Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
WealthCare Investment Partners's iShares S&P 500 Growth ETF position peaked at $300K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.