Citadel Advisors
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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 		$430K Sell
3,800
-25,200
-87% -$3.03M ﹤0.01% 9664
2025
Q4 		$3.57M Buy
29,000
+4,000
+16% +$490K ﹤0.01% 4846
2025
Q3 		$3.02M Buy
25,000
+11,700
+88% +$1.35M ﹤0.01% 5299
2025
Q2 		$1.46M Sell
13,300
-3,800
-22% -$376K ﹤0.01% 6311
2025
Q1 		$1.59M Sell
17,100
-10,300
-38% -$1.04M ﹤0.01% 5980
2024
Q4 		$2.78M Buy
27,400
+4,600
+20% +$459K ﹤0.01% 4960
2024
Q3 		$2.18M Buy
22,800
+11,100
+95% +$1.02M ﹤0.01% 5364
2024
Q2 		$1.08M Buy
11,700
+9,700
+485% +$836K ﹤0.01% 6425
2024
Q1 		$169K Sell
2,000
-11,100
-85% -$892K ﹤0.01% 10588
2023
Q4 		$984K Buy
13,100
+13,000
+13,000% +$925K ﹤0.01% 6719
2023
Q3 		$6.84K Sell
100
-3,600
-97% -$255K ﹤0.01% 13291
2023
Q2 		$261K Buy
3,700
+1,300
+54% +$85.9K ﹤0.01% 9331
2023
Q1 		$153K Sell
2,400
-9,800
-80% -$599K ﹤0.01% 10608
2022
Q4 		$714K Buy
12,200
+2,800
+30% +$168K ﹤0.01% 7500
2022
Q3 		$544K Sell
9,400
-4,600
-33% -$299K ﹤0.01% 8283
2022
Q2 		$845K Buy
14,000
+6,400
+84% +$424K ﹤0.01% 7423
2022
Q1 		$580K Sell
7,600
-2,100
-22% -$158K ﹤0.01% 9041
2021
Q4 		$812K Buy
9,700
+100
+1% +$8.06K ﹤0.01% 8458
2021
Q3 		$710K Buy
9,600
+500
+5% +$38.1K ﹤0.01% 9034
2021
Q2 		$662K Buy
9,100
+700
+8% +$48.5K ﹤0.01% 9377
2021
Q1 		$547K Buy
+8,400
New +$543K ﹤0.01% 9480

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.