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

Clearview Wealth 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
2025 Q4	$2.86M	Sell	23,194 -337	-1%	-$41.2K	1.81%	15
2025 Q3	$2.84M	Buy	23,531 +422	+2%	+$48.5K	1.82%	14
2025 Q2	$2.54M	Sell	23,109 -2,022	-8%	-$200K	1.77%	15
2025 Q1	$2.33M	Sell	25,131 -2,790	-10%	-$281K	1.74%	15
2024 Q4	$2.83M	Sell	27,921 -1,411	-5%	-$141K	2.16%	10
2024 Q3	$2.81M	Buy	29,332 +10,048	+52%	+$928K	2.16%	11
2024 Q2	$1.78M	Buy	19,284 +15,476	+406%	+$1.33M	1.56%	17
2024 Q1	$322K	Sell	3,808 -1,264	-25%	-$102K	0.33%	82
2023 Q4	$381K	Buy	5,072 +401	+9%	+$28.5K	0.44%	71
2023 Q3	$320K	Buy	4,671 +3,047	+188%	+$216K	0.4%	83
2023 Q2	$114K	Hold	1,624	–	–	0.12%	131
2023 Q1	$104K	Hold	1,624	–	–	0.11%	142
2022 Q4	$95K	Hold	1,624	–	–	0.07%	122
2022 Q3	$94K	Hold	1,624	–	–	0.07%	122
2022 Q2	$98K	Hold	1,624	–	–	0.07%	126
2022 Q1	$124K	Hold	1,624	–	–	0.08%	121
2021 Q4	$136K	Hold	1,624	–	–	0.08%	131
2021 Q3	$120K	Hold	1,624	–	–	0.08%	143
2021 Q2	$118K	Hold	1,624	–	–	0.07%	141
2021 Q1	$106K	Sell	1,624 -1,356	-46%	-$87.7K	0.07%	150
2020 Q4	$190K	Buy	+2,980	New	+$181K	0.13%	109

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

Clearview Wealth Advisors's IVW Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.4% in Q4 2025, selling an estimated $41.2K and leaving 23,194 shares worth $2.86M. The position accounts for 1.81% of the portfolio, ranked #15.

Clearview Wealth Advisors first reported a position in IVW in Q4 2020 and has held it in 21 quarters since. 2,068 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

Clearview Wealth Advisors held 23,194 shares of iShares S&P 500 Growth ETF worth $2.86M as of Q4 2025.
Clearview Wealth Advisors sold 337 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $41.2K.
iShares S&P 500 Growth ETF made up 1.81% of Clearview Wealth Advisors's portfolio in Q4 2025, its #15 holding.
Clearview Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 21 quarters since.
2,068 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

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