Citadel Advisors
IVW icon

Citadel Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Citadel 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
2026
Q1 		$3.21M Sell
28,400
-9,400
-25% -$1.13M ﹤0.01% 5124
2025
Q4 		$4.66M Sell
37,800
-8,900
-19% -$1.09M ﹤0.01% 4397
2025
Q3 		$5.64M Buy
46,700
+16,000
+52% +$1.84M ﹤0.01% 4151
2025
Q2 		$3.38M Buy
30,700
+17,200
+127% +$1.7M ﹤0.01% 4773
2025
Q1 		$1.25M Sell
13,500
-25,600
-65% -$2.58M ﹤0.01% 6457
2024
Q4 		$3.97M Sell
39,100
-109,100
-74% -$10.9M ﹤0.01% 4349
2024
Q3 		$14.2M Buy
148,200
+142,500
+2,500% +$13.2M ﹤0.01% 2447
2024
Q2 		$527K Sell
5,700
-15,900
-74% -$1.37M ﹤0.01% 7938
2024
Q1 		$1.82M Sell
21,600
-4,100
-16% -$329K ﹤0.01% 5711
2023
Q4 		$1.93M Sell
25,700
-30,500
-54% -$2.17M ﹤0.01% 5419
2023
Q3 		$3.85M Sell
56,200
-6,500
-10% -$460K ﹤0.01% 4072
2023
Q2 		$4.42M Buy
62,700
+13,300
+27% +$879K ﹤0.01% 3836
2023
Q1 		$3.16M Sell
49,400
-7,100
-13% -$434K ﹤0.01% 4550
2022
Q4 		$3.31M Sell
56,500
-53,500
-49% -$3.21M ﹤0.01% 4585
2022
Q3 		$6.36M Buy
110,000
+44,900
+69% +$2.92M ﹤0.01% 3476
2022
Q2 		$3.93M Sell
65,100
-2,200
-3% -$146K ﹤0.01% 4249
2022
Q1 		$5.14M Buy
67,300
+22,800
+51% +$1.71M ﹤0.01% 4115
2021
Q4 		$3.72M Buy
44,500
+1,200
+3% +$96.7K ﹤0.01% 4891
2021
Q3 		$3.2M Buy
43,300
+1,000
+2% +$76.2K ﹤0.01% 5221
2021
Q2 		$3.08M Buy
42,300
+26,700
+171% +$1.85M ﹤0.01% 5543
2021
Q1 		$1.02M Buy
+15,600
New +$1.01M ﹤0.01% 8071

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

Citadel Advisors's IVW Position: Q4 2025 in Review

Citadel Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 22,199 shares — an estimated $2.72M sold.

Citadel Advisors first reported a position in IVW in Q1 2014 and held it in 25 quarters. The position peaked at $10.6M in Q4 2020. 2,069 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

  • Citadel Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 22,199 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $2.72M.
  • Citadel Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2014 and held it in 25 quarters.
  • Citadel Advisors's iShares S&P 500 Growth ETF position peaked at $10.6M in Q4 2020.
  • 2,069 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.