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Atwood & Palmer’s iShares S&P 500 Growth ETF IVW Stock Holding History

Atwood & Palmer’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 		– Sell
-396
Closed -$43.6K – 514
2025
Q2 		$43.6K Hold
396
– – ﹤0.01% 248
2025
Q1 		$36.8K Hold
396
– – ﹤0.01% 245
2024
Q4 		$40.2K Sell
396
-46
-10% -$4.59K ﹤0.01% 234
2024
Q3 		$42.3K Sell
442
-89
-17% -$8.22K ﹤0.01% 230
2024
Q2 		$49.1K Buy
+531
New +$45.8K ﹤0.01% 224
2023
Q3 		– Sell
-1,200
Closed -$84.6K – 430
2023
Q2 		$84.6K Hold
1,200
– – 0.01% 198
2023
Q1 		$76.7K Hold
1,200
– – 0.01% 187
2022
Q4 		$70.2K Hold
1,200
– – 0.01% 193
2022
Q3 		$69K Hold
1,200
– – 0.01% 189
2022
Q2 		$72K Sell
1,200
-700
-37% -$46.3K 0.01% 185
2022
Q1 		$145K Sell
1,900
-1,526
-45% -$115K 0.01% 154
2021
Q4 		$287K Hold
3,426
– – 0.02% 132
2021
Q3 		$253K Hold
3,426
– – 0.02% 134
2021
Q2 		$249K Sell
3,426
-3,000
-47% -$208K 0.02% 135
2021
Q1 		$418K Hold
6,426
– – 0.04% 116
2020
Q4 		$410K Sell
6,426
-118
-2% -$7.16K 0.04% 110
2020
Q3 		$378K Buy
6,544
+116
+2% +$6.57K 0.05% 98
2020
Q2 		$333K Hold
6,428
– – 0.05% 102
2020
Q1 		$265K Hold
6,428
– – 0.04% 104
2019
Q4 		$311K Hold
6,428
– – 0.04% 106
2019
Q3 		$289K Buy
+6,428
New +$291K 0.04% 108
2016
Q1 		– Sell
-15,972
Closed -$462K – 348
2015
Q4 		$462K Hold
15,972
– – 0.09% 91
2015
Q3 		$430K Buy
15,972
+688
+5% +$19.6K 0.08% 94
2015
Q2 		$435K Hold
15,284
– – 0.08% 99
2015
Q1 		$435K Hold
15,284
– – 0.08% 100
2014
Q4 		$427K Buy
+15,284
New +$418K 0.08% 97

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
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

Atwood & Palmer's IVW Position: Q3 2025 in Review

Atwood & Palmer sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 396 shares — an estimated $43.6K sold.

Atwood & Palmer first reported a position in IVW in Q4 2014 and held it in 26 quarters. The position peaked at $462K in Q4 2015. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Atwood & Palmer reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Atwood & Palmer sold 396 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $43.6K.
  • Atwood & Palmer first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and held it in 26 quarters.
  • Atwood & Palmer's iShares S&P 500 Growth ETF position peaked at $462K in Q4 2015.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.