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

Wealthspan 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 		$4.98M Buy
44,019
+1,971
+5% +$237K 1.75% 15
2025
Q4 		$5.18M Sell
42,048
-83
-0.2% -$10.2K 1.88% 15
2025
Q3 		$5.09M Sell
42,131
-457
-1% -$52.6K 1.94% 14
2025
Q2 		$4.69M Sell
42,588
-1,034
-2% -$102K 1.94% 13
2025
Q1 		$4.05M Sell
43,622
-586
-1% -$59.1K 1.87% 14
2024
Q4 		$4.49M Sell
44,208
-538
-1% -$53.7K 2.14% 12
2024
Q3 		$4.28M Sell
44,746
-176
-0.4% -$16.2K 2.11% 11
2024
Q2 		$4.16M Sell
44,922
-478
-1% -$41.2K 2.29% 11
2024
Q1 		$3.83M Sell
45,400
-3,557
-7% -$286K 2.26% 11
2023
Q4 		$3.68M Sell
48,957
-7,225
-13% -$514K 2.57% 12
2023
Q3 		$3.84M Sell
56,182
-5,929
-10% -$420K 3.04% 7
2023
Q2 		$4.38M Sell
62,111
-6,819
-10% -$451K 3.45% 6
2023
Q1 		$4.4M Sell
68,930
-6,197
-8% -$379K 3.76% 5
2022
Q4 		$4.39M Sell
75,127
-2,322
-3% -$139K 4% 5
2022
Q3 		$4.48M Buy
77,449
+1,734
+2% +$113K 4.64% 5
2022
Q2 		$4.57M Buy
75,715
+68
+0.1% +$4.5K 4.72% 6
2022
Q1 		$5.78M Sell
75,647
-3,241
-4% -$243K 5.24% 5
2021
Q4 		$6.6M Buy
+78,888
New +$6.36M 5.83% 5

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

Wealthspan Partners's IVW Position: Q1 2026 in Review

Wealthspan Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 4.7% in Q1 2026, buying an estimated $237K and bringing the position to 44,019 shares worth $4.98M. The position accounts for 1.75% of the portfolio, ranked #15.

Wealthspan Partners first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.6M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Wealthspan Partners held 44,019 shares of iShares S&P 500 Growth ETF worth $4.98M as of Q1 2026.
  • Wealthspan Partners bought 1,971 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $237K.
  • iShares S&P 500 Growth ETF made up 1.75% of Wealthspan Partners's portfolio in Q1 2026, its #15 holding.
  • Wealthspan Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Wealthspan Partners's iShares S&P 500 Growth ETF position peaked at $6.6M in Q4 2021.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.