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Abich Financial Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Abich Financial Wealth Management’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
Q3 		$9.66K Buy
+80
New +$9.2K ﹤0.01% 468
2024
Q3 		$8.43K Buy
+88
New +$8.13K 0.02% 208

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Abich Financial Wealth Management's IVW Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2025: 80 shares worth $9.66K. The stake represents ﹤0.01% of the portfolio and ranks #468 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in IVW as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in IVW in Q3 2024 and has held it in 2 quarters since. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Abich Financial Wealth Management held 80 shares of iShares S&P 500 Growth ETF worth $9.66K as of Q3 2025.
  • iShares S&P 500 Growth ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #468 holding.
  • Abich Financial Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.