Wells Fargo’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wells Fargo’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
2023 Q4	–	Sell	-700	Closed	-$47.9K	–	7657
2023 Q3	$47.9K	Hold	700	–	–	﹤0.01%	5199
2023 Q2	$49.3K	Buy	+700	New	+$46.3K	﹤0.01%	5434
2023 Q1	–	Sell	-4,700	Closed	-$275K	–	7737
2022 Q4	$275K	Hold	4,700	–	–	﹤0.01%	4002
2022 Q3	$272K	Sell	4,700 -300	-6%	-$19.5K	﹤0.01%	4068
2022 Q2	$302K	Hold	5,000	–	–	﹤0.01%	4060
2022 Q1	$382K	Buy	+5,000	New	+$376K	﹤0.01%	4593

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo's IVW Position: Q1 2026 in Review

Wells Fargo increased its iShares S&P 500 Growth ETF (IVW) stake by 2.2% in Q1 2026, buying an estimated $40.2M and bringing the position to 15,355,004 shares worth $1.74B. The position accounts for 0.33% of the portfolio, ranked #63.

Wells Fargo first reported a position in IVW in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.85B in Q4 2025. 2,043 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Wells Fargo held 15,355,004 shares of iShares S&P 500 Growth ETF worth $1.74B as of Q1 2026.
Wells Fargo bought 333,848 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $40.2M.
iShares S&P 500 Growth ETF made up 0.33% of Wells Fargo's portfolio in Q1 2026, its #63 holding.
Wells Fargo first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 52 quarters since.
Wells Fargo's iShares S&P 500 Growth ETF position peaked at $1.85B in Q4 2025.
2,043 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.