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Aveo Capital Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Aveo Capital 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
Q2 		– Sell
-5,293
Closed -$511K – 82
2025
Q1 		$511K Sell
5,293
-5,312
-50% -$536K 0.09% 109
2024
Q4 		$1.08M Sell
10,605
-363
-3% -$36.2K 0.12% 129
2024
Q3 		$1.05M Sell
10,968
-319
-3% -$29.5K 0.11% 131
2024
Q2 		$1.04M Buy
11,287
+2,074
+23% +$179K 0.12% 125
2024
Q1 		$768K Buy
9,213
+2,611
+40% +$210K 0.08% 168
2023
Q4 		$496K Buy
6,602
+779
+13% +$55.5K 0.06% 205
2023
Q3 		$398K Buy
5,823
+1,542
+36% +$109K 0.05% 227
2023
Q2 		$302K Buy
+4,281
New +$283K 0.04% 271
2018
Q2 		– Sell
-6,976
Closed -$270K – 148
2018
Q1 		$270K Buy
+6,976
New +$278K 0.11% 113
2017
Q1 		– Sell
-18,988
Closed -$578K – 174
2016
Q4 		$578K Buy
+18,988
New +$574K 0.16% 90

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aveo Capital Partners's IVW Position: Q2 2025 in Review

Aveo Capital Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 5,293 shares — an estimated $511K sold.

Aveo Capital Partners first reported a position in IVW in Q4 2016 and held it in 10 quarters. The position peaked at $1.08M in Q4 2024. 1,882 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • Aveo Capital Partners reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 5,293 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $511K.
  • Aveo Capital Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and held it in 10 quarters.
  • Aveo Capital Partners's iShares S&P 500 Growth ETF position peaked at $1.08M in Q4 2024.
  • 1,882 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.