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Christopher J. Hasenberg’s iShares S&P 500 Growth ETF IVW Stock Holding History

Christopher J. Hasenberg’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
Q2 		$49.8K Hold
452
– – 0.02% 85
2025
Q1 		$42.3K Buy
+452
New +$45.6K 0.02% 62
2024
Q3 		– Sell
-73
Closed -$6.75K – 181
2024
Q2 		$6.75K Hold
73
– – ﹤0.01% 82
2024
Q1 		$6.16K Buy
+73
New +$5.87K ﹤0.01% 74

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Christopher J. Hasenberg's IVW Position: Q2 2025 in Review

Christopher J. Hasenberg held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2025 at 452 shares worth $49.8K. The position accounts for 0.02% of the portfolio, ranked #85.

Christopher J. Hasenberg first reported a position in IVW in Q1 2024 and has held it in 4 quarters since. 1,882 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • Christopher J. Hasenberg held 452 shares of iShares S&P 500 Growth ETF worth $49.8K as of Q2 2025.
  • Christopher J. Hasenberg left its iShares S&P 500 Growth ETF share count unchanged in Q2 2025.
  • iShares S&P 500 Growth ETF made up 0.02% of Christopher J. Hasenberg's portfolio in Q2 2025, its #85 holding.
  • Christopher J. Hasenberg first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 4 quarters since.
  • 1,882 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.