Blue Oak Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Blue Oak Capital’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	-6,246	Closed	-$634K	–	79
2024 Q4	$634K	Buy	+6,246	New	+$623K	0.39%	41

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blue Oak Capital's IVW Position: Q1 2025 in Review

Blue Oak Capital sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 6,246 shares — an estimated $634K sold.

Blue Oak Capital first reported a position in IVW in Q4 2024 and held it in 1 quarter. The position peaked at $634K in Q4 2024. 1,835 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

Blue Oak Capital reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
Blue Oak Capital sold 6,246 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $634K.
Blue Oak Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and held it in 1 quarter.
Blue Oak Capital's iShares S&P 500 Growth ETF position peaked at $634K in Q4 2024.
1,835 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Blue Oak Capital's 13F filing for Q1 2025, filed 6 Jun 2025.