Wealthspire Advisors (New York)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wealthspire Advisors (New York)’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	$12.1M	Buy	107,309 +143	+0.1%	+$17.2K	0.1%	102
2025 Q4	$13.2M	Sell	107,166 -171,050	-61%	-$20.9M	0.11%	94
2025 Q3	$33.6M	Sell	278,216 -7,454	-3%	-$857K	0.18%	64
2025 Q2	$31.5M	Sell	285,670 -227,612	-44%	-$22.5M	0.18%	63
2025 Q1	$47.6M	Buy	513,282 +332,766	+184%	+$33.5M	0.28%	51
2024 Q4	$18.3M	Buy	180,516 +3,514	+2%	+$351K	0.18%	66
2024 Q3	$16.9M	Buy	177,002 +20,575	+13%	+$1.9M	0.17%	67
2024 Q2	$14.5M	Buy	156,427 +9,495	+6%	+$819K	0.19%	59
2024 Q1	$12.4M	Buy	146,932 +7,649	+5%	+$615K	0.17%	61
2023 Q4	$10.5M	Buy	139,283 +7,095	+5%	+$505K	0.15%	69
2023 Q3	$9.04M	Buy	132,188 +1,193	+0.9%	+$84.4K	0.15%	69
2023 Q2	$9.23M	Sell	130,995 -1,147	-0.9%	-$75.8K	0.15%	68
2023 Q1	$8.44M	Buy	132,142 +11,102	+9%	+$679K	0.14%	75
2022 Q4	$7.08M	Sell	121,040 -19,988	-14%	-$1.2M	0.13%	82
2022 Q3	$8.16M	Buy	141,028 +11,895	+9%	+$773K	0.17%	74
2022 Q2	$7.79M	Buy	129,133 +16,541	+15%	+$1.09M	0.16%	69
2022 Q1	$8.6M	Sell	112,592 -34,619	-24%	-$2.6M	0.19%	51
2021 Q4	$12.3M	Sell	147,211 -32,776	-18%	-$2.64M	0.27%	41
2021 Q3	$13.3M	Sell	179,987 -6,343	-3%	-$484K	0.28%	46
2021 Q2	$13.6M	Buy	186,330 +4,558	+3%	+$315K	0.36%	37
2021 Q1	$11.8M	Sell	181,772 -11,010	-6%	-$712K	0.28%	45
2020 Q4	$12.3M	Buy	192,782 +58,530	+44%	+$3.55M	0.37%	37
2020 Q3	$7.76M	Buy	134,252 +91,956	+217%	+$5.2M	0.46%	29
2020 Q2	$2.19M	Sell	42,296 -32,032	-43%	-$1.54M	0.15%	61
2020 Q1	$3.07M	Buy	74,328 +48,844	+192%	+$2.31M	0.13%	89
2019 Q4	$1.23M	Buy	25,484 +2,236	+10%	+$104K	0.09%	54
2019 Q3	$1.05M	Hold	23,248	–	–	0.09%	46
2019 Q2	$1.04M	Sell	23,248 -600	-3%	-$26.4K	0.09%	30
2019 Q1	$1.03M	Buy	23,848 +1,000	+4%	+$41K	0.1%	25
2018 Q4	$861K	Buy	+22,848	New	+$925K	0.08%	30

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

Wealthspire Advisors (New York)'s IVW Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares S&P 500 Growth ETF (IVW) stake by 0.13% in Q1 2026, buying an estimated $17.2K and bringing the position to 107,309 shares worth $12.1M. The position accounts for 0.1% of the portfolio, ranked #102.

Wealthspire Advisors (New York) first reported a position in IVW in Q4 2018 and has held it in 30 quarters since. The position peaked at $47.6M in Q1 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Wealthspire Advisors (New York) held 107,309 shares of iShares S&P 500 Growth ETF worth $12.1M as of Q1 2026.
Wealthspire Advisors (New York) bought 143 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $17.2K.
iShares S&P 500 Growth ETF made up 0.1% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #102 holding.
Wealthspire Advisors (New York) first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
Wealthspire Advisors (New York)'s iShares S&P 500 Growth ETF position peaked at $47.6M in Q1 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.