Bowman & Company’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bowman & Company’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 Q4	$1.97M	Sell	15,995 -809	-5%	-$99K	0.83%	33
2025 Q3	$2.03M	Sell	16,804 -469	-3%	-$53.9K	0.86%	32
2025 Q2	$1.9M	Sell	17,273 -967	-5%	-$95.7K	0.85%	30
2025 Q1	$1.69M	Sell	18,240 -12	-0.1%	-$1.21K	0.83%	35
2024 Q4	$1.85M	Sell	18,252 -1,771	-9%	-$177K	0.96%	28
2024 Q3	$1.92M	Sell	20,023 -105	-0.5%	-$9.69K	1.01%	25
2024 Q2	$1.86M	Buy	20,128 +157	+0.8%	+$13.5K	1.08%	23
2024 Q1	$1.69M	Sell	19,971 -3,408	-15%	-$274K	1.02%	22
2023 Q4	$1.76M	Hold	23,379	–	–	1.22%	18
2023 Q3	$1.6M	Hold	23,379	–	–	1.27%	18
2023 Q2	$1.65M	Sell	23,379 -3,900	-14%	-$258K	1.25%	19
2023 Q1	$1.74M	Hold	27,279	–	–	1.28%	18
2022 Q4	$1.6M	Hold	27,279	–	–	1.24%	16
2022 Q3	$1.58M	Hold	27,279	–	–	1.43%	13
2022 Q2	$1.65M	Hold	27,279	–	–	1.44%	13
2022 Q1	$2.08M	Sell	27,279 -8,653	-24%	-$650K	1.6%	10
2021 Q4	$3.01M	Buy	+35,932	New	+$2.89M	2.32%	7

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bowman & Company's IVW Position: Q4 2025 in Review

Bowman & Company reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.8% in Q4 2025, selling an estimated $99K and leaving 15,995 shares worth $1.97M. The position accounts for 0.83% of the portfolio, ranked #33.

Bowman & Company first reported a position in IVW in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.01M in Q4 2021. 2,069 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

Bowman & Company held 15,995 shares of iShares S&P 500 Growth ETF worth $1.97M as of Q4 2025.
Bowman & Company sold 809 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $99K.
iShares S&P 500 Growth ETF made up 0.83% of Bowman & Company's portfolio in Q4 2025, its #33 holding.
Bowman & Company first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 17 quarters since.
Bowman & Company's iShares S&P 500 Growth ETF position peaked at $3.01M in Q4 2021.
2,069 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.