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Balanced Rock Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Balanced Rock Investment Advisors’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
-2,004
Closed -$203K – 90
2024
Q4 		$203K Buy
+2,004
New +$200K 0.16% 87

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

Balanced Rock Investment Advisors's IVW Position: Q1 2025 in Review

Balanced Rock Investment Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 2,004 shares — an estimated $203K sold.

Balanced Rock Investment Advisors first reported a position in IVW in Q4 2024 and held it in 1 quarter. The position peaked at $203K in Q4 2024. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

  • Balanced Rock Investment Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Balanced Rock Investment Advisors sold 2,004 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $203K.
  • Balanced Rock Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and held it in 1 quarter.
  • Balanced Rock Investment Advisors's iShares S&P 500 Growth ETF position peaked at $203K in Q4 2024.
  • 1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.