ARS Investment Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

ARS Investment Partners’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 Q4	–	Sell	-3,122	Closed	-$377K	–	202
2025 Q3	$377K	Buy	3,122 +762	+32%	+$87.6K	0.02%	137
2025 Q2	$260K	Hold	2,360	–	–	0.02%	159
2025 Q1	$240K	Hold	2,360	–	–	0.02%	150
2024 Q4	$240K	Hold	2,360	–	–	0.02%	150
2024 Q3	$226K	Hold	2,360	–	–	0.02%	149
2024 Q2	$218K	Buy	+2,360	New	+$203K	0.02%	143
2022 Q2	–	Sell	-6,096	Closed	-$466K	–	161
2022 Q1	$466K	Hold	6,096	–	–	0.04%	109
2021 Q4	$510K	Hold	6,096	–	–	0.05%	106
2021 Q3	$451K	Hold	6,096	–	–	0.05%	108
2021 Q2	$443K	Hold	6,096	–	–	0.05%	103
2021 Q1	$397K	Sell	6,096 -605	-9%	-$39.1K	0.05%	107
2020 Q4	$428K	Buy	6,701 +497	+8%	+$30.1K	0.05%	88
2020 Q3	$358K	Buy	+6,204	New	+$351K	0.06%	82

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ARS Investment Partners's IVW Position: Q4 2025 in Review

ARS Investment Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 3,122 shares — an estimated $377K sold.

ARS Investment Partners first reported a position in IVW in Q3 2020 and held it in 13 quarters. The position peaked at $510K in Q4 2021. 2,068 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

ARS Investment Partners reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
ARS Investment Partners sold 3,122 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $377K.
ARS Investment Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and held it in 13 quarters.
ARS Investment Partners's iShares S&P 500 Growth ETF position peaked at $510K in Q4 2021.
2,068 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on ARS Investment Partners's 13F filing for Q4 2025, filed 5 Feb 2026.