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World Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

World Investment Advisors’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 		$29.1M Sell
257,450
-273,458
-52% -$32.9M 0.47% 40
2025
Q4 		$65.4M Sell
530,908
-199,082
-27% -$24.4M 1.06% 10
2025
Q3 		$88.1M Sell
729,990
-14,026
-2% -$1.61M 1.8% 5
2025
Q2 		$81.9M Buy
744,016
+380,049
+104% +$37.6M 1.86% 5
2025
Q1 		$33.8M Sell
363,967
-223,902
-38% -$22.6M 0.88% 15
2024
Q4 		$59.7M Buy
587,869
+315,896
+116% +$31.5M 1.63% 5
2024
Q3 		$26M Sell
271,973
-131,936
-33% -$12.2M 0.82% 16
2024
Q2 		$46.9M Sell
403,909
-24,674
-6% -$2.13M 2.92% 3
2024
Q1 		$36.2M Sell
428,583
-82,836
-16% -$6.66M 5.18% 1
2023
Q4 		$38.4M Buy
511,419
+427,022
+506% +$30.4M 4.99% 1
2023
Q3 		$5.79M Sell
84,397
-350,367
-81% -$24.8M 1.15% 20
2023
Q2 		$30.6M Buy
434,764
+28,362
+7% +$1.87M 5.93% 2
2023
Q1 		$26M Buy
406,402
+373,255
+1,126% +$22.8M 5.41% 2
2022
Q4 		$1.94M Sell
33,147
-355,103
-91% -$21.3M 0.44% 44
2022
Q3 		$22.5M Buy
388,250
+13,368
+4% +$869K 5.33% 4
2022
Q2 		$25.9M Buy
374,882
+332,317
+781% +$22M 5.43% 2
2022
Q1 		$3.25M Sell
42,565
-3,945
-8% -$296K 0.67% 29
2021
Q4 		$3.53M Sell
46,510
-301,211
-87% -$24.3M 0.74% 27
2021
Q3 		$25.7M Buy
347,721
+19,678
+6% +$1.5M 5.82% 3
2021
Q2 		$23.9M Sell
328,043
-166,815
-34% -$11.5M 5.46% 3
2021
Q1 		$33M Buy
494,858
+456,109
+1,177% +$29.5M 7.95% 2
2020
Q4 		$2.61M Sell
38,749
-327,799
-89% -$19.9M 0.66% 29
2020
Q3 		$21.2M Buy
366,548
+5,896
+2% +$334K 7.25% 1
2020
Q2 		$20.6M Buy
360,652
+23,888
+7% +$1.15M 7.21% 2
2020
Q1 		$13.9M Buy
336,764
+9,456
+3% +$447K 6.45% 3
2019
Q4 		$15.8M Buy
327,308
+320,488
+4,699% +$14.9M 6.18% 2
2019
Q3 		$307K Sell
6,820
-518,308
-99% -$23.4M 0.13% 99
2019
Q2 		$23M Buy
525,128
+41,752
+9% +$1.84M 10.13% 1
2019
Q1 		$20.8M Buy
483,376
+474,276
+5,212% +$19.4M 9.48% 1
2018
Q4 		$369K Buy
+9,100
New +$368K 0.17% 85

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

World Investment Advisors's IVW Position: Q1 2026 in Review

World Investment Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 52% in Q1 2026, selling an estimated $32.9M and leaving 257,450 shares worth $29.1M. The position accounts for 0.47% of the portfolio, ranked #40.

World Investment Advisors first reported a position in IVW in Q4 2018 and has held it in 30 quarters since. The position peaked at $88.1M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • World Investment Advisors held 257,450 shares of iShares S&P 500 Growth ETF worth $29.1M as of Q1 2026.
  • World Investment Advisors sold 273,458 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $32.9M.
  • iShares S&P 500 Growth ETF made up 0.47% of World Investment Advisors's portfolio in Q1 2026, its #40 holding.
  • World Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • World Investment Advisors's iShares S&P 500 Growth ETF position peaked at $88.1M in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.