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Elios Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Elios Financial Group’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 		$1.94M Sell
17,653
-7,139
-29% -$707K 0.88% 30
2025
Q1 		$2.3M Sell
24,792
-110
-0.4% -$11.1K 1.14% 20
2024
Q4 		$2.53M Sell
24,902
-422
-2% -$42.1K 1.2% 21
2024
Q3 		$2.42M Buy
+25,324
New +$2.34M 1.12% 23

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Elios Financial Group's IVW Position: Q2 2025 in Review

Elios Financial Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 29% in Q2 2025, selling an estimated $707K and leaving 17,653 shares worth $1.94M. The position accounts for 0.88% of the portfolio, ranked #30.

Elios Financial Group first reported a position in IVW in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.53M in Q4 2024. 1,887 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • Elios Financial Group held 17,653 shares of iShares S&P 500 Growth ETF worth $1.94M as of Q2 2025.
  • Elios Financial Group sold 7,139 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $707K.
  • iShares S&P 500 Growth ETF made up 0.88% of Elios Financial Group's portfolio in Q2 2025, its #30 holding.
  • Elios Financial Group first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 4 quarters since.
  • Elios Financial Group's iShares S&P 500 Growth ETF position peaked at $2.53M in Q4 2024.
  • 1,887 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.