EE
IVW icon

EWG Elevate’s iShares S&P 500 Growth ETF IVW Stock Holding History

EWG Elevate’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
Q3 		$5.61M Buy
46,501
+43,087
+1,262% +$4.96M 1.75% 17
2025
Q2 		$376K Sell
3,414
-31,995
-90% -$3.17M 0.12% 104
2025
Q1 		$3.29M Buy
35,409
+13,206
+59% +$1.33M 1.23% 24
2024
Q4 		$2.25M Buy
22,203
+4,653
+27% +$464K 0.69% 43
2024
Q3 		$1.68M Sell
17,550
-37,204
-68% -$3.43M 0.67% 35
2024
Q2 		$5.07M Buy
54,754
+4,768
+10% +$411K 1.85% 17
2024
Q1 		$4.22M Buy
49,986
+44,112
+751% +$3.54M 1.61% 20
2023
Q4 		$441K Sell
5,874
-57,295
-91% -$4.08M 0.18% 72
2023
Q3 		$4.32M Sell
63,169
-16,559
-21% -$1.17M 1.95% 16
2023
Q2 		$5.62M Sell
79,728
-5,377
-6% -$355K 2.32% 17
2023
Q1 		$5.44M Buy
85,105
+82,115
+2,746% +$5.02M 2.32% 16
2022
Q4 		$175K Buy
+2,990
New +$180K 0.09% 79
2022
Q2 		– Sell
-89,303
Closed -$6.82M – 92
2022
Q1 		$6.82M Buy
89,303
+63,438
+245% +$4.77M 2.68% 14
2021
Q4 		$2.16M Buy
25,865
+20,279
+363% +$1.63M 1.06% 26
2021
Q3 		$413K Buy
5,586
+2,322
+71% +$177K 0.17% 63
2021
Q2 		$238K Buy
3,264
+144
+5% +$9.97K 0.09% 73
2021
Q1 		$203K Sell
3,120
-61,769
-95% -$3.99M 0.09% 71
2020
Q4 		$4.14M Buy
64,889
+28,529
+78% +$1.73M 1.9% 23
2020
Q3 		$2.1M Buy
36,360
+16
+0% +$906 1.22% 26
2020
Q2 		$1.89M Buy
36,344
+4,348
+14% +$208K 1.27% 24
2020
Q1 		$1.32M Sell
31,996
-15,032
-32% -$711K 1% 28
2019
Q4 		$2.28M Buy
+47,028
New +$2.18M 1.23% 25

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

EWG Elevate's IVW Position: Q3 2025 in Review

EWG Elevate increased its iShares S&P 500 Growth ETF (IVW) stake by 1,262% in Q3 2025, buying an estimated $4.96M and bringing the position to 46,501 shares worth $5.61M. The position accounts for 1.75% of the portfolio, ranked #17.

EWG Elevate first reported a position in IVW in Q4 2019 and has held it in 22 quarters since. The position peaked at $6.82M in Q1 2022. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • EWG Elevate held 46,501 shares of iShares S&P 500 Growth ETF worth $5.61M as of Q3 2025.
  • EWG Elevate bought 43,087 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $4.96M.
  • iShares S&P 500 Growth ETF made up 1.75% of EWG Elevate's portfolio in Q3 2025, its #17 holding.
  • EWG Elevate first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 22 quarters since.
  • EWG Elevate's iShares S&P 500 Growth ETF position peaked at $6.82M in Q1 2022.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.