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

Windsor 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	$274K	Hold	2,420	–	–	0.23%	44
2025 Q4	$298K	Sell	2,420 -166	-6%	-$20.3K	0.27%	45
2025 Q3	$312K	Buy	2,586 +166	+7%	+$19.1K	0.28%	48
2025 Q2	$266K	Hold	2,420	–	–	0.38%	33
2025 Q1	$225K	Hold	2,420	–	–	0.29%	37
2024 Q4	$246K	Hold	2,420	–	–	0.29%	46
2024 Q3	$232K	Hold	2,420	–	–	0.26%	57
2024 Q2	$224K	Hold	2,420	–	–	0.45%	34
2024 Q1	$204K	Hold	2,420	–	–	0.58%	34
2023 Q4	$182K	Hold	2,420	–	–	0.54%	37
2023 Q3	$166K	Hold	2,420	–	–	0.39%	43
2023 Q2	$171K	Hold	2,420	–	–	0.42%	40
2023 Q1	$155K	Hold	2,420	–	–	0.37%	45
2022 Q4	$142K	Buy	+2,420	New	+$145K	0.38%	48

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

Windsor Advisory Group's IVW Position: Q1 2026 in Review

Windsor Advisory Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 2,420 shares worth $274K. The position accounts for 0.23% of the portfolio, ranked #44.

Windsor Advisory Group first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. The position peaked at $312K in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Windsor Advisory Group held 2,420 shares of iShares S&P 500 Growth ETF worth $274K as of Q1 2026.
Windsor Advisory Group left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.23% of Windsor Advisory Group's portfolio in Q1 2026, its #44 holding.
Windsor Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Windsor Advisory Group's iShares S&P 500 Growth ETF position peaked at $312K in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.