Evensky & Katz’s iShares S&P 500 Growth ETF IVW Stock Holding History

Evensky & Katz’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	-23,772	Closed	-$2.21M	–	76
2025 Q1	$2.21M	Sell	23,772 -46	-0.2%	-$4.64K	0.15%	41
2024 Q4	$2.42M	Buy	23,818 +25	+0.1%	+$2.49K	0.16%	40
2024 Q3	$2.28M	Sell	23,793 -86	-0.4%	-$7.94K	0.15%	43
2024 Q2	$2.21M	Buy	23,879 +1,164	+5%	+$100K	0.15%	41
2024 Q1	$1.92M	Sell	22,715 -29	-0.1%	-$2.33K	0.14%	44
2023 Q4	$1.71M	Sell	22,744 -451	-2%	-$32.1K	0.13%	43
2023 Q3	$1.59M	Sell	23,195 -778	-3%	-$55.1K	0.14%	40
2023 Q2	$1.69M	Sell	23,973 -1,110	-4%	-$73.4K	0.13%	41
2023 Q1	$1.6M	Buy	25,083 +685	+3%	+$41.9K	0.13%	41
2022 Q4	$1.43M	Buy	24,398 +99	+0.4%	+$5.95K	0.13%	44
2022 Q3	$1.41M	Sell	24,299 -77	-0.3%	-$5K	0.17%	40
2022 Q2	$1.47M	Buy	24,376 +38	+0.2%	+$2.52K	0.17%	38
2022 Q1	$1.86M	Buy	24,338 +15	+0.1%	+$1.13K	0.18%	34
2021 Q4	$2.04M	Sell	24,323 -469	-2%	-$37.8K	0.2%	36
2021 Q3	$1.83M	Sell	24,792 -920	-4%	-$70.1K	0.19%	34
2021 Q2	$1.87M	Sell	25,712 -595	-2%	-$41.2K	0.19%	36
2021 Q1	$1.71M	Sell	26,307 -1,576	-6%	-$102K	0.19%	35
2020 Q4	$1.78M	Sell	27,883 -117	-0.4%	-$7.09K	0.22%	32
2020 Q3	$1.62M	Sell	28,000 -324	-1%	-$18.3K	0.22%	32
2020 Q2	$1.47M	Buy	28,324 +60	+0.2%	+$2.88K	0.21%	34
2020 Q1	$1.17M	Sell	28,264 -28	-0.1%	-$1.32K	0.18%	38
2019 Q4	$1.37M	Sell	28,292 -14,356	-34%	-$665K	0.19%	38
2019 Q3	$1.92M	Sell	42,648 -2,888	-6%	-$131K	0.26%	39
2019 Q2	$2.04M	Sell	45,536 -272	-0.6%	-$12K	0.28%	34
2019 Q1	$1.97M	Buy	45,808 +16	+0%	+$656	0.28%	35
2018 Q4	$1.72M	Buy	45,792 +612	+1%	+$24.8K	0.29%	32
2018 Q3	$2M	Sell	45,180 -5,608	-11%	-$241K	0.3%	25
2018 Q2	$2.06M	Buy	50,788 +1,044	+2%	+$41.9K	0.36%	20
2018 Q1	$1.93M	Sell	49,744 -1,272	-2%	-$50.7K	0.33%	22
2017 Q4	$1.95M	Sell	51,016 -148	-0.3%	-$5.53K	0.32%	22
2017 Q3	$1.83M	Sell	51,164 -224	-0.4%	-$7.89K	0.32%	23
2017 Q2	$1.76M	Sell	51,388 -2,872	-5%	-$97.3K	0.31%	22
2017 Q1	$1.79M	Sell	54,260 -8,544	-14%	-$274K	0.33%	22
2016 Q4	$1.91M	Buy	62,804 +148	+0.2%	+$4.47K	0.37%	23
2016 Q3	$1.91M	Sell	62,656 -12,244	-16%	-$371K	0.38%	23
2016 Q2	$2.18M	Sell	74,900 -8,264	-10%	-$240K	0.48%	22
2016 Q1	$2.41M	Sell	83,164 -5,988	-7%	-$165K	0.56%	20
2015 Q4	$2.58M	Buy	89,152 +1,268	+1%	+$36.9K	0.62%	21
2015 Q3	$2.37M	Sell	87,884 -3,120	-3%	-$88.7K	0.65%	19
2015 Q2	$2.59M	Sell	91,004 -1,824	-2%	-$52.9K	0.68%	17
2015 Q1	$2.64M	Buy	92,828 +90,964	+4,880%	+$2.58M	0.71%	17
2014 Q4	$53K	Sell	1,864 -143,640	-99%	-$3.92M	0.02%	35
2014 Q3	$3.89M	Buy	145,504 +145,116	+37,401%	+$3.87M	1.17%	15
2014 Q2	$10K	Hold	388	–	–	﹤0.01%	27
2014 Q1	$9K	Hold	388	–	–	﹤0.01%	28
2013 Q4	$9K	Buy	388 +4	+1%	+$94	﹤0.01%	29
2013 Q3	$8K	Buy	384 +4	+1%	+$88	﹤0.01%	28
2013 Q2	$8K	Buy	+380	New	+$8.05K	﹤0.01%	28

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evensky & Katz's IVW Position: Q2 2025 in Review

Evensky & Katz sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 23,772 shares — an estimated $2.21M sold.

Evensky & Katz first reported a position in IVW in Q2 2013 and held it in 48 quarters. The position peaked at $3.89M in Q3 2014. 1,887 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

Evensky & Katz reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
Evensky & Katz sold 23,772 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $2.21M.
Evensky & Katz first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and held it in 48 quarters.
Evensky & Katz's iShares S&P 500 Growth ETF position peaked at $3.89M in Q3 2014.
1,887 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Evensky & Katz's 13F filing for Q2 2025, filed 22 Jul 2025.