Evergreen Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Evergreen Private 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
2026 Q1	$797K	Buy	7,045 +506	+8%	+$60.9K	0.32%	50
2025 Q4	$806K	Sell	6,539 -446	-6%	-$54.6K	0.32%	49
2025 Q3	$843K	Buy	6,985 +159	+2%	+$18.3K	0.34%	49
2025 Q2	$752K	Sell	6,826 -403	-6%	-$39.9K	0.31%	51
2025 Q1	$671K	Sell	7,229 -350	-5%	-$35.3K	0.31%	51
2024 Q4	$770K	Buy	7,579 +118	+2%	+$11.8K	0.36%	52
2024 Q3	$714K	Buy	7,461 +353	+5%	+$32.6K	0.33%	53
2024 Q2	$658K	Sell	7,108 -902	-11%	-$77.8K	0.32%	54
2024 Q1	$676K	Sell	8,010 -1,052	-12%	-$84.5K	0.34%	53
2023 Q4	$681K	Buy	+9,062	New	+$645K	0.37%	53

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 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return