WealthTrak Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

WealthTrak Capital Management’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	$2.26M	Buy	19,988 +848	+4%	+$102K	1.61%	18
2025 Q4	$2.36M	Buy	19,140 +786	+4%	+$96.2K	1.69%	19
2025 Q3	$2.22M	Buy	18,354 +2,906	+19%	+$334K	1.82%	16
2025 Q2	$1.7M	Sell	15,448 -290	-2%	-$28.7K	1.42%	20
2025 Q1	$1.46M	Buy	15,738 +641	+4%	+$64.6K	1.26%	20
2024 Q4	$1.53M	Buy	+15,097	New	+$1.51M	1.3%	21

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

WealthTrak Capital Management's IVW Position: Q1 2026 in Review

WealthTrak Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 4.4% in Q1 2026, buying an estimated $102K and bringing the position to 19,988 shares worth $2.26M. The position accounts for 1.61% of the portfolio, ranked #18.

WealthTrak Capital Management first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.36M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

WealthTrak Capital Management held 19,988 shares of iShares S&P 500 Growth ETF worth $2.26M as of Q1 2026.
WealthTrak Capital Management bought 848 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $102K.
iShares S&P 500 Growth ETF made up 1.61% of WealthTrak Capital Management's portfolio in Q1 2026, its #18 holding.
WealthTrak Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
WealthTrak Capital Management's iShares S&P 500 Growth ETF position peaked at $2.36M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.