Wick Capital Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wick Capital Partners’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	$1.21M	Buy	11,655 +6,025	+107%	+$725K	0.22%	52
2025 Q4	$694K	Sell	5,630 -182	-3%	-$22.3K	0.12%	70
2025 Q3	$702K	Sell	5,812 -11,868	-67%	-$1.37M	0.17%	61
2025 Q2	$708K	Buy	17,680 +11,253	+175%	+$1.11M	0.18%	56
2025 Q1	$597K	Hold	6,427	–	–	0.18%	60
2024 Q4	$653K	Buy	6,427 +1,757	+38%	+$175K	0.19%	51
2024 Q3	$447K	Hold	4,670	–	–	0.14%	54
2024 Q2	$432K	Buy	+4,670	New	+$403K	0.15%	52
2024 Q1	–	Sell	-5,207	Closed	-$391K	–	51
2023 Q4	$391K	Buy	5,207 +25	+0.5%	+$1.78K	0.16%	47
2023 Q3	$355K	Buy	5,182 +1,877	+57%	+$133K	0.2%	48
2023 Q2	$233K	Hold	3,305	–	–	0.14%	45
2023 Q1	$211K	Buy	+3,305	New	+$202K	0.12%	62
2022 Q2	–	Sell	-3,359	Closed	-$257K	–	57
2022 Q1	$257K	Buy	3,359 +759	+29%	+$57K	0.17%	43
2021 Q4	$218K	Buy	+2,600	New	+$209K	0.17%	57

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

Wick Capital Partners's IVW Position: Q1 2026 in Review

Wick Capital Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 107% in Q1 2026, buying an estimated $725K and bringing the position to 11,655 shares worth $1.21M. The position accounts for 0.22% of the portfolio, ranked #52.

Wick Capital Partners first reported a position in IVW in Q4 2021 and has held it in 14 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Wick Capital Partners held 11,655 shares of iShares S&P 500 Growth ETF worth $1.21M as of Q1 2026.
Wick Capital Partners bought 6,025 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $725K.
iShares S&P 500 Growth ETF made up 0.22% of Wick Capital Partners's portfolio in Q1 2026, its #52 holding.
Wick Capital Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 14 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Wick Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.