Wescott Financial Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wescott Financial Advisory 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	$11.9M	Buy	104,868 +11,791	+13%	+$1.42M	1.04%	23
2025 Q4	$11.5M	Buy	93,077 +5,409	+6%	+$662K	1%	22
2025 Q3	$10.6M	Buy	87,668 +3,381	+4%	+$389K	0.95%	22
2025 Q2	$9.28M	Buy	84,287 +2,500	+3%	+$247K	0.89%	22
2025 Q1	$7.59M	Buy	81,787 +3,252	+4%	+$328K	0.79%	27
2024 Q4	$7.97M	Buy	78,535 +6,364	+9%	+$635K	0.83%	24
2024 Q3	$6.91M	Buy	72,171 +2,619	+4%	+$242K	0.74%	26
2024 Q2	$6.44M	Buy	69,552 +11,691	+20%	+$1.01M	0.75%	26
2024 Q1	$4.89M	Buy	57,861 +3,719	+7%	+$299K	0.61%	31
2023 Q4	$4.07M	Buy	54,142 +5,220	+11%	+$372K	0.57%	36
2023 Q3	$3.35M	Buy	48,922 +2,908	+6%	+$206K	0.61%	36
2023 Q2	$3.24M	Buy	46,014 +688	+2%	+$45.5K	0.57%	39
2023 Q1	$2.9M	Buy	45,326 +5,454	+14%	+$333K	0.63%	35
2022 Q4	$2.33M	Buy	39,872 +3,273	+9%	+$197K	0.5%	40
2022 Q3	$2.12M	Buy	36,599 +4,636	+15%	+$301K	0.59%	32
2022 Q2	$1.93M	Buy	31,963 +2,301	+8%	+$152K	0.52%	34
2022 Q1	$2.27M	Buy	29,662 +3,571	+14%	+$268K	0.58%	32
2021 Q4	$2.18M	Buy	26,091 +2,312	+10%	+$186K	1.12%	11
2021 Q3	$1.76M	Buy	23,779 +11	+0%	+$839	0.99%	15
2021 Q2	$1.8M	Buy	23,768 +1,233	+5%	+$85.3K	1.06%	16
2021 Q1	$1.47M	Buy	22,535 +1,766	+9%	+$114K	0.95%	15
2020 Q4	$1.32M	Buy	+20,769	New	+$1.26M	0.93%	15

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

Wescott Financial Advisory Group's IVW Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its iShares S&P 500 Growth ETF (IVW) stake by 13% in Q1 2026, buying an estimated $1.42M and bringing the position to 104,868 shares worth $11.9M. The position accounts for 1.04% of the portfolio, ranked #23.

Wescott Financial Advisory Group first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Wescott Financial Advisory Group held 104,868 shares of iShares S&P 500 Growth ETF worth $11.9M as of Q1 2026.
Wescott Financial Advisory Group bought 11,791 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.42M.
iShares S&P 500 Growth ETF made up 1.04% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #23 holding.
Wescott Financial Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2020 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 Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.