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

Advisors Preferred’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 Q1	–	Sell	-8,100	Closed	-$822K	–	291
2024 Q4	$822K	Buy	+8,100	New	+$808K	0.13%	84
2016 Q1	–	Sell	-53,056	Closed	-$1.54M	–	238
2015 Q4	$1.54M	Buy	+53,056	New	+$1.54M	0.84%	22
2015 Q2	–	Sell	-61,920	Closed	-$1.76M	–	244
2015 Q1	$1.76M	Sell	61,920 -9,796	-14%	-$278K	0.93%	34
2014 Q4	$2M	Buy	71,716 +45,636	+175%	+$1.25M	0.94%	39
2014 Q3	$696K	Sell	26,080 -46,692	-64%	-$1.24M	0.45%	49
2014 Q2	$1.91M	Buy	72,772 +65,160	+856%	+$1.65M	0.97%	41
2014 Q1	$190K	Sell	7,612 -261,452	-97%	-$6.46M	0.09%	164
2013 Q4	$6.64M	Buy	+269,064	New	+$6.34M	3.67%	3

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisors Preferred's IVW Position: Q1 2025 in Review

Advisors Preferred sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 8,100 shares — an estimated $822K sold.

Advisors Preferred first reported a position in IVW in Q4 2013 and held it in 8 quarters. The position peaked at $6.64M in Q4 2013. 1,836 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

Advisors Preferred reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
Advisors Preferred sold 8,100 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $822K.
Advisors Preferred first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and held it in 8 quarters.
Advisors Preferred's iShares S&P 500 Growth ETF position peaked at $6.64M in Q4 2013.
1,836 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Advisors Preferred's 13F filing for Q1 2025, filed 6 May 2025.