Denver PWM’s iShares S&P 500 Growth ETF IVW Stock Holding History

Denver PWM’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 Q1	–	Sell	-703	Closed	-$71.4K	–	151
2024 Q4	$71.4K	Hold	703	–	–	0.03%	89
2024 Q3	$67.3K	Buy	703 +2	+0.3%	+$185	0.03%	101
2024 Q2	$64.9K	Buy	+701	New	+$60.4K	0.03%	121
2019 Q4	–	Sell	-668	Closed	-$30.1K	–	151
2019 Q3	$30.1K	Buy	+668	New	+$30.2K	0.02%	153

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

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

Denver PWM's IVW Position: Q1 2025 in Review

Denver PWM sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 703 shares — an estimated $71.4K sold.

Denver PWM first reported a position in IVW in Q3 2019 and held it in 4 quarters. The position peaked at $71.4K in Q4 2024. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

Denver PWM reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 703 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $71.4K.
Denver PWM first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and held it in 4 quarters.
Denver PWM's iShares S&P 500 Growth ETF position peaked at $71.4K in Q4 2024.
1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.