Authentikos Wealth Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

Authentikos Wealth Advisory’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	-2,022	Closed	-$205K	–	83
2024 Q4	$205K	Sell	2,022 -76	-4%	-$7.58K	0.2%	82
2024 Q3	$201K	Buy	+2,098	New	+$194K	0.19%	71
2023 Q4	–	Sell	-645	Closed	-$44.1K	–	302
2023 Q3	$44.1K	Buy	+645	New	+$45.6K	0.04%	126

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

Authentikos Wealth Advisory's IVW Position: Q1 2025 in Review

Authentikos Wealth Advisory sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 2,022 shares — an estimated $205K sold.

Authentikos Wealth Advisory first reported a position in IVW in Q3 2023 and held it in 3 quarters. The position peaked at $205K in Q4 2024. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

Authentikos Wealth Advisory reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
Authentikos Wealth Advisory sold 2,022 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $205K.
Authentikos Wealth Advisory first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and held it in 3 quarters.
Authentikos Wealth Advisory's iShares S&P 500 Growth ETF position peaked at $205K in Q4 2024.
1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.