EW
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Element Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Element Wealth’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
-1,583
Closed -$161K – 229
2024
Q4 		$161K Buy
1,583
+1,006
+174% +$100K 0.08% 165
2024
Q3 		$55.2K Buy
577
+137
+31% +$12.6K 0.03% 190
2024
Q2 		$40.7K Buy
440
+2
+0.5% +$172 0.02% 195
2024
Q1 		$37K Hold
438
– – 0.02% 200
2023
Q4 		$32.9K Buy
438
+1
+0.2% +$71 0.02% 185
2023
Q3 		$29.9K Buy
437
+1
+0.2% +$71 0.02% 182
2023
Q2 		$30.8K Sell
436
-1
-0.2% -$66 0.02% 183
2023
Q1 		$27.9K Hold
437
– – 0.02% 167
2022
Q4 		$25.5K Sell
437
-62
-12% -$3.72K 0.02% 161
2022
Q3 		$29K Buy
499
+1
+0.2% +$65 0.03% 157
2022
Q2 		$30K Hold
498
– – 0.03% 151
2022
Q1 		$38K Buy
498
+1
+0.2% +$75 0.03% 165
2021
Q4 		$42K Hold
497
– – 0.03% 145
2021
Q3 		$37K Hold
497
– – 0.03% 138
2021
Q2 		$36K Buy
497
+1
+0.2% +$69 0.03% 132
2021
Q1 		$32K Sell
496
-30,833
-98% -$1.99M 0.03% 133
2020
Q4 		$2M Sell
31,329
-803
-2% -$48.7K 1.85% 15
2020
Q3 		$1.86M Sell
32,132
-1,596
-5% -$90.3K 1.98% 16
2020
Q2 		$1.75M Sell
33,728
-2,300
-6% -$110K 2.01% 16
2020
Q1 		$1.49M Buy
36,028
+31,312
+664% +$1.48M 2.06% 16
2019
Q4 		$228K Buy
+4,716
New +$219K 0.23% 65

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

Element Wealth's IVW Position: Q1 2025 in Review

Element Wealth sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 1,583 shares — an estimated $161K sold.

Element Wealth first reported a position in IVW in Q4 2019 and held it in 21 quarters. The position peaked at $2M in Q4 2020. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

  • Element Wealth reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 1,583 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $161K.
  • Element Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 21 quarters.
  • Element Wealth's iShares S&P 500 Growth ETF position peaked at $2M in Q4 2020.
  • 1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.