Cobler Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cobler Capital 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 Q2	$527K	Buy	+1,804	New	+$179K	0.52%	29

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cobler Capital Management's IVW Position: Q2 2025 in Review

Cobler Capital Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2025: 1,804 shares worth $527K. The stake represents 0.52% of the portfolio and ranks #29 among its holdings.

1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

Cobler Capital Management held 1,804 shares of iShares S&P 500 Growth ETF worth $527K as of Q2 2025.
iShares S&P 500 Growth ETF was a new Cobler Capital Management position in Q2 2025.
iShares S&P 500 Growth ETF made up 0.52% of Cobler Capital Management's portfolio in Q2 2025, its #29 holding.
1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Cobler Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.