Brass Tax Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Brass Tax 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	$1.66M	Buy	+13,767	New	+$1.58M	0.28%	45
2025 Q2	–	Sell	-13,751	Closed	-$1.28M	–	236
2025 Q1	$1.28M	Buy	13,751 +68	+0.5%	+$6.86K	0.27%	48
2024 Q4	$1.39M	Hold	13,683	–	–	0.29%	42
2024 Q3	$1.31M	Buy	13,683 +42	+0.3%	+$3.88K	0.28%	43
2024 Q2	$1.26M	Buy	13,641 +30	+0.2%	+$2.59K	0.55%	31
2024 Q1	$1.15M	Buy	+13,611	New	+$1.09M	0.6%	24

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

Brass Tax Wealth Management's IVW Position: Q3 2025 in Review

Brass Tax Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2025: 13,767 shares worth $1.66M. The stake represents 0.28% of the portfolio and ranks #45 among its holdings. This is a return to the name: Brass Tax Wealth Management previously reported a position in IVW as recently as Q1 2025.

Brass Tax Wealth Management first reported a position in IVW in Q1 2024 and has held it in 6 quarters since. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

Brass Tax Wealth Management held 13,767 shares of iShares S&P 500 Growth ETF worth $1.66M as of Q3 2025.
iShares S&P 500 Growth ETF was a new Brass Tax Wealth Management position in Q3 2025.
iShares S&P 500 Growth ETF made up 0.28% of Brass Tax Wealth Management's portfolio in Q3 2025, its #45 holding.
Brass Tax Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 6 quarters since.
1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.