Custos Family Office’s iShares S&P 500 Growth ETF IVW Stock Holding History

Custos Family Office’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	–	Sell	-2,140	Closed	-$258K	–	65
2025 Q3	$258K	Sell	2,140 -17,325	-89%	-$1.99M	0.15%	56
2025 Q2	$2.14M	Sell	19,465 -701	-3%	-$69.4K	0.68%	24
2025 Q1	$1.87M	Sell	20,166 -1,039	-5%	-$105K	0.66%	26
2024 Q4	$2.15M	Sell	21,205 -253	-1%	-$25.2K	0.75%	23
2024 Q3	$2.05M	Sell	21,458 -157	-0.7%	-$14.5K	0.74%	25
2024 Q2	$2M	Buy	21,615 +105	+0.5%	+$9.05K	0.8%	25
2024 Q1	$1.82M	Sell	21,510 -319	-1%	-$25.6K	0.94%	19
2023 Q4	$1.64M	Buy	21,829 +16,875	+341%	+$1.2M	0.85%	20
2023 Q3	$339K	Sell	4,954 -508	-9%	-$36K	0.23%	29
2023 Q2	$385K	Buy	+5,462	New	+$361K	0.25%	28

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

Custos Family Office's IVW Position: Q4 2025 in Review

Custos Family Office sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 2,140 shares — an estimated $258K sold.

Custos Family Office first reported a position in IVW in Q2 2023 and held it in 10 quarters. The position peaked at $2.15M in Q4 2024. 2,069 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

Custos Family Office reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
Custos Family Office sold 2,140 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $258K.
Custos Family Office first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and held it in 10 quarters.
Custos Family Office's iShares S&P 500 Growth ETF position peaked at $2.15M in Q4 2024.
2,069 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.