Aufman Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Aufman Associates’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	-2,075	Closed	-$211K	–	58
2024 Q4	$211K	Sell	2,075 -128	-6%	-$12.8K	0.14%	56
2024 Q3	$211K	Sell	2,203 -236	-10%	-$21.8K	0.14%	60
2024 Q2	$226K	Sell	2,439 -6	-0.2%	-$517	0.16%	43
2024 Q1	$206K	Buy	+2,445	New	+$196K	0.15%	45
2022 Q2	–	Sell	-3,003	Closed	-$229K	–	47
2022 Q1	$229K	Hold	3,003	–	–	0.18%	44
2021 Q4	$251K	Sell	3,003 -94	-3%	-$7.57K	0.19%	41
2021 Q3	$229K	Hold	3,097	–	–	0.19%	41
2021 Q2	$225K	Hold	3,097	–	–	0.17%	45
2021 Q1	$202K	Sell	3,097 -107	-3%	-$6.92K	0.17%	44
2020 Q4	$204K	Buy	+3,204	New	+$194K	0.18%	42

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

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

Aufman Associates's IVW Position: Q1 2025 in Review

Aufman Associates sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 2,075 shares — an estimated $211K sold.

Aufman Associates first reported a position in IVW in Q4 2020 and held it in 10 quarters. The position peaked at $251K in Q4 2021. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

Aufman Associates reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
Aufman Associates sold 2,075 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $211K.
Aufman Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 10 quarters.
Aufman Associates's iShares S&P 500 Growth ETF position peaked at $251K in Q4 2021.
1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Aufman Associates's 13F filing for Q1 2025, filed 14 May 2025.