Advisor Resource Council’s iShares S&P 500 Growth ETF IVW Stock Holding History

Advisor Resource Council’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	-58,825	Closed	-$5.46M	–	379
2025 Q1	$5.46M	Buy	+58,825	New	+$5.93M	0.44%	56
2024 Q4	–	Sell	-3,012	Closed	-$288K	–	171
2024 Q3	$288K	Buy	+3,012	New	+$278K	0.13%	177
2024 Q2	–	Sell	-3,790	Closed	-$285K	–	135
2024 Q1	$285K	Sell	3,790 -31,329	-89%	-$2.52M	0.12%	176
2023 Q4	$2.64M	Buy	+35,119	New	+$2.5M	0.31%	78
2022 Q3	–	Sell	-43,227	Closed	-$2.61M	–	321
2022 Q2	$2.61M	Buy	+43,227	New	+$2.86M	0.24%	82
2022 Q1	–	Sell	-46,016	Closed	-$3.85M	–	371
2021 Q4	$3.85M	Buy	+46,016	New	+$3.71M	0.3%	71
2021 Q3	–	Sell	-44,037	Closed	-$3.2M	–	340
2021 Q2	$3.2M	Buy	+44,037	New	+$3.05M	0.33%	64

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Resource Council's IVW Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 58,825 shares — an estimated $5.46M sold.

Advisor Resource Council first reported a position in IVW in Q2 2021 and held it in 7 quarters. The position peaked at $5.46M in Q1 2025. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

Advisor Resource Council reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 58,825 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $5.46M.
Advisor Resource Council first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and held it in 7 quarters.
Advisor Resource Council's iShares S&P 500 Growth ETF position peaked at $5.46M in Q1 2025.
1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.