Avantax Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Avantax Advisory Services’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 Q2	$106M	Sell	958,227 -28,707	-3%	-$2.84M	0.58%	23
2025 Q1	$91.6M	Buy	986,934 +84,548	+9%	+$8.52M	0.56%	25
2024 Q4	$91.6M	Buy	902,386 +106,458	+13%	+$10.6M	0.58%	23
2024 Q3	$76.2M	Sell	795,928 -10,730	-1%	-$991K	0.5%	27
2024 Q2	$74.6M	Buy	806,658 +254,785	+46%	+$22M	0.53%	26
2024 Q1	$46.6M	Buy	551,873 +205,762	+59%	+$16.5M	0.41%	26
2023 Q4	$26M	Sell	346,111 -32,969	-9%	-$2.35M	0.26%	51
2023 Q3	$25.9M	Buy	379,080 +36,437	+11%	+$2.58M	0.29%	42
2023 Q2	$24.1M	Buy	342,643 +1,884	+0.6%	+$125K	0.28%	51
2023 Q1	$21.8M	Buy	340,759 +3,627	+1%	+$222K	0.27%	55
2022 Q4	$19.7M	Buy	337,132 +31,747	+10%	+$1.91M	0.26%	54
2022 Q3	$17.7M	Buy	305,385 +20,600	+7%	+$1.34M	0.27%	52
2022 Q2	$17.2M	Buy	284,785 +8,501	+3%	+$563K	0.26%	59
2022 Q1	$21.1M	Buy	276,284 +12,988	+5%	+$976K	0.29%	52
2021 Q4	$22M	Buy	263,296 +2,086	+0.8%	+$168K	0.33%	45
2021 Q3	$19.3M	Sell	261,210 -18,472	-7%	-$1.41M	0.32%	49
2021 Q2	$20.3M	Buy	279,682 +14,878	+6%	+$1.03M	0.37%	42
2021 Q1	$17.2M	Sell	264,804 -56,371	-18%	-$3.64M	0.37%	45
2020 Q4	$20.5M	Sell	321,175 -327,953	-51%	-$19.9M	0.49%	29
2020 Q3	$37.5M	Buy	649,128 +250,168	+63%	+$14.2M	0.6%	28
2020 Q2	$20.7M	Buy	398,960 +5,388	+1%	+$258K	0.6%	24
2020 Q1	$16.2M	Buy	393,572 +19,772	+5%	+$935K	0.48%	32
2019 Q4	$18.1M	Buy	373,800 +219,128	+142%	+$10.2M	0.42%	33
2019 Q3	$6.97M	Buy	154,672 +27,208	+21%	+$1.23M	0.28%	47
2019 Q2	$5.71M	Buy	127,464 +13,820	+12%	+$608K	0.25%	48
2019 Q1	$4.9M	Buy	113,644 +13,328	+13%	+$546K	0.26%	47
2018 Q4	$3.78M	Buy	+100,316	New	+$4.06M	0.63%	38

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Avantax Advisory Services's IVW Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.9% in Q2 2025, selling an estimated $2.84M and leaving 958,227 shares worth $106M. The position accounts for 0.58% of the portfolio, ranked #23.

Avantax Advisory Services first reported a position in IVW in Q4 2018 and has held it in 27 quarters since. 1,882 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

Avantax Advisory Services held 958,227 shares of iShares S&P 500 Growth ETF worth $106M as of Q2 2025.
Avantax Advisory Services sold 28,707 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $2.84M.
iShares S&P 500 Growth ETF made up 0.58% of Avantax Advisory Services's portfolio in Q2 2025, its #23 holding.
Avantax Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 27 quarters since.
1,882 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.