CC
IVW icon

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

Copperleaf Capital’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
Q3 		$4.29M Sell
35,540
-16,138
-31% -$1.86M 2.06% 11
2025
Q2 		$5.69M Buy
51,678
+487
+1% +$48.2K 2.88% 7
2025
Q1 		$4.75M Buy
51,191
+1,238
+2% +$125K 2.84% 6
2024
Q4 		$5.07M Buy
49,953
+16,002
+47% +$1.6M 3.21% 4
2024
Q3 		$3.25M Buy
33,951
+861
+3% +$79.5K 2.49% 8
2024
Q2 		$3.06M Buy
33,090
+30,480
+1,168% +$2.63M 2.45% 8
2024
Q1 		$220K Sell
2,610
-9,819
-79% -$789K 0.19% 81
2023
Q4 		$933K Buy
12,429
+664
+6% +$47.3K 0.95% 35
2023
Q3 		$805K Buy
+11,765
New +$833K 0.87% 38

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

Copperleaf Capital's IVW Position: Q3 2025 in Review

Copperleaf Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 31% in Q3 2025, selling an estimated $1.86M and leaving 35,540 shares worth $4.29M. The position accounts for 2.06% of the portfolio, ranked #11.

Copperleaf Capital first reported a position in IVW in Q3 2023 and has held it in 9 quarters since. The position peaked at $5.69M in Q2 2025. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Copperleaf Capital held 35,540 shares of iShares S&P 500 Growth ETF worth $4.29M as of Q3 2025.
  • Copperleaf Capital sold 16,138 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $1.86M.
  • iShares S&P 500 Growth ETF made up 2.06% of Copperleaf Capital's portfolio in Q3 2025, its #11 holding.
  • Copperleaf Capital first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 9 quarters since.
  • Copperleaf Capital's iShares S&P 500 Growth ETF position peaked at $5.69M in Q2 2025.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.