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Weaver Consulting Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Weaver Consulting Group’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 		$1.1M Buy
9,713
+3,020
+45% +$363K 0.26% 82
2025
Q4 		$825K Sell
6,693
-248
-4% -$30.4K 0.2% 98
2025
Q3 		$838K Sell
6,941
-819
-11% -$94.2K 0.21% 89
2025
Q2 		$854K Sell
7,760
-256
-3% -$25.3K 0.24% 83
2025
Q1 		$744K Hold
8,016
– – 0.22% 87
2024
Q4 		$814K Hold
8,016
– – 0.25% 77
2024
Q3 		$768K Buy
8,016
+8
+0.1% +$739 0.24% 82
2024
Q2 		$741K Hold
8,008
– – 0.26% 81
2024
Q1 		$676K Buy
8,008
+2,189
+38% +$176K 0.25% 79
2023
Q4 		$437K Buy
5,819
+7
+0.1% +$498 0.18% 106
2023
Q3 		$398K Sell
5,812
-200
-3% -$14.2K 0.18% 104
2023
Q2 		$424K Sell
6,012
-400
-6% -$26.4K 0.19% 94
2023
Q1 		$410K Hold
6,412
– – 0.19% 103
2022
Q4 		$375K Sell
6,412
-8,797
-58% -$528K 0.19% 105
2022
Q3 		$880K Buy
15,209
+6,983
+85% +$454K 0.51% 41
2022
Q2 		$496K Sell
8,226
-1,304
-14% -$86.3K 0.28% 72
2022
Q1 		$728K Buy
9,530
+492
+5% +$37K 0.35% 52
2021
Q4 		$756K Buy
9,038
+1,254
+16% +$101K 0.36% 51
2021
Q3 		$575K Hold
7,784
– – 0.31% 58
2021
Q2 		$566K Sell
7,784
-537
-6% -$37.2K 0.32% 55
2021
Q1 		$542K Sell
8,321
-2,367
-22% -$153K 0.33% 55
2020
Q4 		$682K Buy
10,688
+80
+0.8% +$4.85K 0.43% 46
2020
Q3 		$613K Buy
10,608
+136
+1% +$7.7K 0.35% 55
2020
Q2 		$543K Buy
10,472
+2,216
+27% +$106K 0.32% 58
2020
Q1 		$341K Buy
8,256
+400
+5% +$18.9K 0.22% 68
2019
Q4 		$354K Hold
7,856
– – 0.19% 74
2019
Q3 		$361K Hold
7,856
– – 0.19% 70
2019
Q2 		$352K Hold
7,856
– – 0.19% 69
2019
Q1 		$348K Buy
+7,856
New +$322K 0.1% 151

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

Weaver Consulting Group's IVW Position: Q1 2026 in Review

Weaver Consulting Group increased its iShares S&P 500 Growth ETF (IVW) stake by 45% in Q1 2026, buying an estimated $363K and bringing the position to 9,713 shares worth $1.1M. The position accounts for 0.26% of the portfolio, ranked #82.

Weaver Consulting Group first reported a position in IVW in Q1 2019 and has held it in 29 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Weaver Consulting Group held 9,713 shares of iShares S&P 500 Growth ETF worth $1.1M as of Q1 2026.
  • Weaver Consulting Group bought 3,020 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $363K.
  • iShares S&P 500 Growth ETF made up 0.26% of Weaver Consulting Group's portfolio in Q1 2026, its #82 holding.
  • Weaver Consulting Group first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.