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Willis Johnson & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Willis Johnson & Associates’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 		$13.5M Buy
119,411
+1,164
+1% +$140K 0.79% 27
2025
Q4 		$14.6M Sell
118,247
-4,524
-4% -$554K 0.9% 22
2025
Q3 		$14.8M Sell
122,771
-2,961
-2% -$341K 0.92% 22
2025
Q2 		$13.8M Buy
125,732
+6,937
+6% +$687K 0.94% 23
2025
Q1 		$11M Sell
118,795
-4,839
-4% -$488K 0.83% 25
2024
Q4 		$12.6M Sell
123,634
-7,472
-6% -$745K 0.96% 23
2024
Q3 		$12.6M Sell
131,106
-4,973
-4% -$459K 0.95% 23
2024
Q2 		$12.6M Sell
136,079
-4,405
-3% -$380K 1.03% 21
2024
Q1 		$11.9M Sell
140,484
-14,943
-10% -$1.2M 1.03% 22
2023
Q4 		$11.7M Sell
155,427
-8,870
-5% -$631K 1.06% 22
2023
Q3 		$11.2M Sell
164,297
-11,517
-7% -$815K 1.15% 19
2023
Q2 		$12.4M Sell
175,814
-13,400
-7% -$886K 1.32% 15
2023
Q1 		$12.1M Sell
189,214
-9,088
-5% -$556K 1.43% 15
2022
Q4 		$11.6M Sell
198,302
-12,272
-6% -$737K 1.51% 16
2022
Q3 		$12.2M Sell
210,574
-19,632
-9% -$1.28M 1.77% 15
2022
Q2 		$13.9M Sell
230,206
-8,681
-4% -$574K 1.94% 16
2022
Q1 		$18.2M Sell
238,887
-10,985
-4% -$825K 2.39% 14
2021
Q4 		$20.9M Sell
249,872
-88,616
-26% -$7.14M 2.7% 12
2021
Q3 		$25M Sell
338,488
-1,243,125
-79% -$94.8M 3.48% 10
2021
Q2 		$115M Buy
1,581,613
+48,446
+3% +$3.35M 16.3% 1
2021
Q1 		$99.8M Buy
1,533,167
+43,075
+3% +$2.78M 15.29% 1
2020
Q4 		$95.1M Buy
+1,490,092
New +$90.3M 15.87% 1

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

Willis Johnson & Associates's IVW Position: Q1 2026 in Review

Willis Johnson & Associates increased its iShares S&P 500 Growth ETF (IVW) stake by 0.98% in Q1 2026, buying an estimated $140K and bringing the position to 119,411 shares worth $13.5M. The position accounts for 0.79% of the portfolio, ranked #27.

Willis Johnson & Associates first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. The position peaked at $115M in Q2 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Willis Johnson & Associates held 119,411 shares of iShares S&P 500 Growth ETF worth $13.5M as of Q1 2026.
  • Willis Johnson & Associates bought 1,164 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $140K.
  • iShares S&P 500 Growth ETF made up 0.79% of Willis Johnson & Associates's portfolio in Q1 2026, its #27 holding.
  • Willis Johnson & Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Willis Johnson & Associates's iShares S&P 500 Growth ETF position peaked at $115M in Q2 2021.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.