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ERTS Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

ERTS Wealth Advisors’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 		– Sell
-6,086
Closed -$565K – 60
2025
Q1 		$565K Sell
6,086
-205
-3% -$20.7K 0.11% 44
2024
Q4 		$639K Sell
6,291
-50
-0.8% -$4.99K 0.12% 41
2024
Q3 		$607K Hold
6,341
– – 0.11% 42
2024
Q2 		$587K Sell
6,341
-392
-6% -$33.8K 0.12% 41
2024
Q1 		$569K Sell
6,733
-85
-1% -$6.83K 0.12% 44
2023
Q4 		$512K Buy
6,818
+351
+5% +$25K 0.11% 39
2023
Q3 		$442K Buy
6,467
+845
+15% +$59.8K 0.11% 46
2023
Q2 		$396K Sell
5,622
-351
-6% -$23.2K 0.09% 55
2023
Q1 		$382K Sell
5,973
-1,014
-15% -$62K 0.09% 57
2022
Q4 		$409K Sell
6,987
-13,634
-66% -$819K 0.11% 63
2022
Q3 		$1.19M Sell
20,621
-999
-5% -$64.9K 0.33% 27
2022
Q2 		$1.3M Buy
21,620
+11,579
+115% +$766K 0.37% 26
2022
Q1 		$767K Buy
+10,041
New +$754K 0.21% 34
2019
Q1 		– Sell
-1,232
Closed -$46K – 196
2018
Q4 		$46K Buy
+1,232
New +$49.9K 0.03% 159

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

ERTS Wealth Advisors's IVW Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 6,086 shares — an estimated $565K sold.

ERTS Wealth Advisors first reported a position in IVW in Q4 2018 and held it in 14 quarters. The position peaked at $1.3M in Q2 2022. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 6,086 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $565K.
  • ERTS Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and held it in 14 quarters.
  • ERTS Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $1.3M in Q2 2022.
  • 1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.