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Wedbush Securities’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wedbush Securities’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 		$1.94M Buy
17,132
+1,441
+9% +$173K 0.06% 265
2025
Q4 		$1.93M Buy
15,691
+728
+5% +$89.1K 0.06% 260
2025
Q3 		$1.81M Buy
14,963
+3,617
+32% +$416K 0.06% 259
2025
Q2 		$1.25M Buy
11,346
+1,876
+20% +$186K 0.04% 351
2025
Q1 		$879K Buy
9,470
+4,206
+80% +$424K 0.03% 424
2024
Q4 		$534K Buy
5,264
+975
+23% +$97.3K 0.02% 581
2024
Q3 		$411K Sell
4,289
-1,084
-20% -$100K 0.02% 681
2024
Q2 		$497K Buy
5,373
+1,147
+27% +$98.9K 0.02% 632
2024
Q1 		$357K Buy
4,226
+1,056
+33% +$84.8K 0.01% 785
2023
Q4 		$238K Buy
3,170
+243
+8% +$17.3K 0.01% 876
2023
Q3 		$200K Sell
2,927
-33
-1% -$2.33K 0.01% 920
2023
Q2 		$209K Buy
+2,960
New +$196K 0.01% 915
2022
Q3 		– Sell
-3,375
Closed -$204K – 1080
2022
Q2 		$204K Sell
3,375
-91
-3% -$6.02K 0.01% 919
2022
Q1 		$265K Sell
3,466
-306
-8% -$23K 0.01% 853
2021
Q4 		$316K Sell
3,772
-639
-14% -$51.5K 0.01% 847
2021
Q3 		$326K Buy
4,411
+2
+0% +$152 0.02% 827
2021
Q2 		$321K Buy
4,409
+1
+0% +$69 0.02% 832
2021
Q1 		$287K Sell
4,408
-150
-3% -$9.7K 0.02% 836
2020
Q4 		$291K Buy
4,558
+366
+9% +$22.2K 0.03% 664
2020
Q3 		$242K Buy
4,192
+56
+1% +$3.17K 0.02% 705
2020
Q2 		$215K Buy
+4,136
New +$198K 0.02% 750
2020
Q1 		– Sell
-4,948
Closed -$239K – 942
2019
Q4 		$239K Buy
+4,948
New +$229K 0.02% 776

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

Wedbush Securities's IVW Position: Q1 2026 in Review

Wedbush Securities increased its iShares S&P 500 Growth ETF (IVW) stake by 9.2% in Q1 2026, buying an estimated $173K and bringing the position to 17,132 shares worth $1.94M. The position accounts for 0.06% of the portfolio, ranked #265.

Wedbush Securities first reported a position in IVW in Q4 2019 and has held it in 22 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Wedbush Securities held 17,132 shares of iShares S&P 500 Growth ETF worth $1.94M as of Q1 2026.
  • Wedbush Securities bought 1,441 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $173K.
  • iShares S&P 500 Growth ETF made up 0.06% of Wedbush Securities's portfolio in Q1 2026, its #265 holding.
  • Wedbush Securities first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 22 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.