Congress Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Congress Wealth 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	$6.01M	Buy	54,546 +9,719	+22%	+$962K	0.06%	352
2025 Q1	$4.2M	Buy	44,827 +32,570	+266%	+$3.28M	0.05%	354
2024 Q4	$1.24M	Buy	12,257 +6,258	+104%	+$624K	0.02%	489
2024 Q3	$574K	Buy	5,999 +64	+1%	+$5.91K	0.01%	615
2024 Q2	$549K	Sell	5,935 -199	-3%	-$17.2K	0.01%	524
2024 Q1	$518K	Sell	6,134 -5,380	-47%	-$432K	0.01%	447
2023 Q4	$865K	Buy	11,514 +5,520	+92%	+$393K	0.02%	403
2023 Q3	$410K	Sell	5,994 -3,360	-36%	-$238K	0.01%	482
2023 Q2	$659K	Hold	9,354	–	–	0.02%	383
2023 Q1	$598K	Sell	9,354 -1,315	-12%	-$80.4K	0.01%	395
2022 Q4	$624K	Buy	10,669 +1	+0%	+$60	0.02%	385
2022 Q3	$617K	Buy	10,668 +1,671	+19%	+$109K	0.02%	383
2022 Q2	$543K	Sell	8,997 -3,035	-25%	-$201K	0.01%	395
2022 Q1	$919K	Sell	12,032 -1,402	-10%	-$105K	0.02%	364
2021 Q4	$1.12M	Buy	+13,434	New	+$1.08M	0.02%	359

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Congress Wealth Management's IVW Position: Q2 2025 in Review

Congress Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 22% in Q2 2025, buying an estimated $962K and bringing the position to 54,546 shares worth $6.01M. The position accounts for 0.06% of the portfolio, ranked #352.

Congress Wealth Management first reported a position in IVW in Q4 2021 and has held it in 15 quarters since. 1,891 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

Congress Wealth Management held 54,546 shares of iShares S&P 500 Growth ETF worth $6.01M as of Q2 2025.
Congress Wealth Management bought 9,719 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $962K.
iShares S&P 500 Growth ETF made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #352 holding.
Congress Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 15 quarters since.
1,891 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.