Exchange Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Exchange Capital Management’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	$237K	Hold	2,155	–	–	0.04%	201
2025 Q1	$200K	Sell	2,155 -352	-14%	-$35.5K	0.03%	206
2024 Q4	$255K	Sell	2,507 -165	-6%	-$16.5K	0.04%	200
2024 Q3	$256K	Sell	2,672 -100	-4%	-$9.23K	0.04%	182
2024 Q2	$257K	Hold	2,772	–	–	0.04%	181
2024 Q1	$234K	Buy	+2,772	New	+$223K	0.04%	180
2016 Q3	–	Sell	-416	Closed	-$12K	–	250
2016 Q2	$12K	Buy	+416	New	+$12.1K	﹤0.01%	153

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

Exchange Capital Management's IVW Position: Q2 2025 in Review

Exchange Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2025 at 2,155 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #201.

Exchange Capital Management first reported a position in IVW in Q2 2016 and has held it in 7 quarters since. The position peaked at $257K in Q2 2024. 1,887 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

Exchange Capital Management held 2,155 shares of iShares S&P 500 Growth ETF worth $237K as of Q2 2025.
Exchange Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2025.
iShares S&P 500 Growth ETF made up 0.04% of Exchange Capital Management's portfolio in Q2 2025, its #201 holding.
Exchange Capital Management first reported a position in iShares S&P 500 Growth ETF in Q2 2016 and has held it in 7 quarters since.
Exchange Capital Management's iShares S&P 500 Growth ETF position peaked at $257K in Q2 2024.
1,887 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.