AWM
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Avondale Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Avondale Wealth Management’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
-460
Closed -$50.6K – 93
2025
Q2 		$50.6K Hold
460
– – 0.03% 93
2025
Q1 		$42.7K Hold
460
– – 0.03% 91
2024
Q4 		$46.7K Buy
460
+26
+6% +$2.59K 0.03% 88
2024
Q3 		$41.6K Hold
434
– – 0.03% 91
2024
Q2 		$40.2K Buy
434
+156
+56% +$13.4K 0.03% 92
2024
Q1 		$23.5K Hold
278
– – 0.02% 105
2023
Q4 		$20.9K Buy
278
+47
+20% +$3.35K 0.02% 104
2023
Q3 		$15.8K Buy
+231
New +$16.3K 0.01% 110

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

Avondale Wealth Management's IVW Position: Q3 2025 in Review

Avondale Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 460 shares — an estimated $50.6K sold.

Avondale Wealth Management first reported a position in IVW in Q3 2023 and held it in 8 quarters. The position peaked at $50.6K in Q2 2025. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Avondale Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Avondale Wealth Management sold 460 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $50.6K.
  • Avondale Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and held it in 8 quarters.
  • Avondale Wealth Management's iShares S&P 500 Growth ETF position peaked at $50.6K in Q2 2025.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.