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1620 Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

1620 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
2025
Q2 		– Sell
-170
Closed -$15.8K – 696
2025
Q1 		$15.8K Hold
170
– – 0.01% 401
2024
Q4 		$17.3K Hold
170
– – 0.01% 404
2024
Q3 		$16.3K Sell
170
-199
-54% -$18.4K 0.01% 421
2024
Q2 		$34.1K Buy
+369
New +$31.8K 0.03% 335

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

1620 Investment Advisors's IVW Position: Q2 2025 in Review

1620 Investment Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 170 shares — an estimated $15.8K sold.

1620 Investment Advisors first reported a position in IVW in Q2 2024 and held it in 4 quarters. The position peaked at $34.1K in Q2 2024. 1,882 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • 1620 Investment Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • 1620 Investment Advisors sold 170 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $15.8K.
  • 1620 Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and held it in 4 quarters.
  • 1620 Investment Advisors's iShares S&P 500 Growth ETF position peaked at $34.1K in Q2 2024.
  • 1,882 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on 1620 Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.