WealthShield Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.5M | Buy |
154,912
+7,701
| +5% | +$926K | 1.95% | 5 |
|
|
2025
Q4 | $18.1M | Buy |
147,211
+2,921
| +2% | +$357K | 2% | 6 |
|
|
2025
Q3 | $17.4M | Sell |
144,290
-1,918
| -1% | -$221K | 1.98% | 6 |
|
|
2025
Q2 | $16.1M | Sell |
146,208
-14,001
| -9% | -$1.39M | 1.95% | 5 |
|
|
2025
Q1 | $14.9M | Buy |
160,209
+6,065
| +4% | +$611K | 1.91% | 4 |
|
|
2024
Q4 | $15.7M | Sell |
154,144
-1,409
| -0.9% | -$141K | 2.22% | 4 |
|
|
2024
Q3 | $14.9M | Sell |
155,553
-5,777
| -4% | -$533K | 2.02% | 5 |
|
|
2024
Q2 | $14.9M | Buy |
161,330
+55,692
| +53% | +$4.8M | 2.28% | 4 |
|
|
2024
Q1 | $8.92M | Buy |
105,638
+38,732
| +58% | +$3.11M | 1.44% | 12 |
|
|
2023
Q4 | $5.02M | Sell |
66,906
-11,559
| -15% | -$823K | 0.83% | 31 |
|
|
2023
Q3 | $5.39M | Buy |
78,465
+18,410
| +31% | +$1.3M | 0.81% | 29 |
|
|
2023
Q2 | $4.23M | Buy |
60,055
+12,359
| +26% | +$817K | 0.64% | 37 |
|
|
2023
Q1 | $3.05M | Buy |
47,696
+5,490
| +13% | +$336K | 0.49% | 51 |
|
|
2022
Q4 | $2.47M | Sell |
42,206
-6,387
| -13% | -$384K | 0.47% | 55 |
|
|
2022
Q3 | $2.81M | Buy |
48,593
+7,721
| +19% | +$502K | 0.56% | 45 |
|
|
2022
Q2 | $2.47M | Buy |
40,872
+3,981
| +11% | +$263K | 0.49% | 51 |
|
|
2022
Q1 | $2.82M | Sell |
36,891
-31,639
| -46% | -$2.38M | 0.45% | 54 |
|
|
2021
Q4 | $5.73M | Buy |
68,530
+52,348
| +323% | +$4.22M | 0.95% | 29 |
|
|
2021
Q3 | $1.2M | Sell |
16,182
-3,611
| -18% | -$275K | 0.32% | 69 |
|
|
2021
Q2 | $1.22M | Buy |
19,793
+2,940
| +17% | +$203K | 0.19% | 89 |
|
|
2021
Q1 | $1.1M | Buy |
16,853
+2,376
| +16% | +$154K | 0.2% | 92 |
|
|
2020
Q4 | $924K | Buy |
14,477
+2,105
| +17% | +$128K | 0.17% | 109 |
|
|
2020
Q3 | $715K | Sell |
12,372
-2,232
| -15% | -$126K | 0.25% | 92 |
|
|
2020
Q2 | $758K | Sell |
14,604
-7,272
| -33% | -$349K | 0.35% | 64 |
|
|
2020
Q1 | $903K | Buy |
21,876
+4,064
| +23% | +$192K | 0.55% | 42 |
|
|
2019
Q4 | $862K | Buy |
17,812
+3,404
| +24% | +$158K | 0.42% | 53 |
|
|
2019
Q3 | $648K | Buy |
14,408
+944
| +7% | +$42.7K | 0.34% | 62 |
|
|
2019
Q2 | $603K | Buy |
13,464
+440
| +3% | +$19.4K | 0.35% | 60 |
|
|
2019
Q1 | $561K | Sell |
13,024
-5,040
| -28% | -$206K | 0.31% | 68 |
|
|
2018
Q4 | $680K | Buy |
18,064
+2,192
| +14% | +$88.7K | 0.46% | 46 |
|
|
2018
Q3 | $705K | Buy |
15,872
+4,688
| +42% | +$201K | 0.4% | 48 |
|
|
2018
Q2 | $456K | Buy |
11,184
+2,540
| +29% | +$102K | 0.28% | 64 |
|
|
2018
Q1 | $335K | Buy |
8,644
+4,860
| +128% | +$194K | 0.21% | 78 |
|
|
2017
Q4 | $146K | Buy |
+3,784
| New | +$141K | 0.09% | 130 |
|
Other funds holding IVW
WealthShield Partners's IVW Position: Q1 2026 in Review
WealthShield Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 5.2% in Q1 2026, buying an estimated $926K and bringing the position to 154,912 shares worth $17.5M. The position accounts for 1.95% of the portfolio, ranked #5.
WealthShield Partners first reported a position in IVW in Q4 2017 and has held it in 34 quarters since. The position peaked at $18.1M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- WealthShield Partners held 154,912 shares of iShares S&P 500 Growth ETF worth $17.5M as of Q1 2026.
- WealthShield Partners bought 7,701 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $926K.
- iShares S&P 500 Growth ETF made up 1.95% of WealthShield Partners's portfolio in Q1 2026, its #5 holding.
- WealthShield Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 34 quarters since.
- WealthShield Partners's iShares S&P 500 Growth ETF position peaked at $18.1M in Q4 2025.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.