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Financial Advocates Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Financial Advocates Investment 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
Q3 		$3.02M Sell
24,989
-135,930
-84% -$15.6M 1.7% 18
2025
Q2 		$17.7M Sell
160,919
-53,911
-25% -$5.34M 1.44% 11
2025
Q1 		$19.9M Buy
214,830
+45,505
+27% +$4.59M 1.4% 8
2024
Q4 		$17.2M Sell
169,325
-20,302
-11% -$2.03M 0.98% 17
2024
Q3 		$16.7M Sell
189,627
-50,220
-21% -$4.64M 0.94% 15
2024
Q2 		$22.2M Buy
239,847
+56,205
+31% +$4.85M 1.38% 8
2024
Q1 		$15.6M Sell
183,642
-133
-0.1% -$10.7K 0.9% 14
2023
Q4 		$13.9M Sell
183,775
-32,368
-15% -$2.3M 0.91% 14
2023
Q3 		$13M Sell
216,143
-18,579
-8% -$1.31M 0.94% 15
2023
Q2 		$16.5M Sell
234,722
-6,268
-3% -$414K 1.18% 11
2023
Q1 		$15.4M Sell
240,990
-2,107
-0.9% -$129K 1.11% 10
2022
Q4 		$14.2M Buy
243,097
+78,239
+47% +$4.7M 1.06% 9
2022
Q3 		$9.54M Sell
164,858
-87,881
-35% -$5.71M 0.79% 19
2022
Q2 		$15.3M Buy
252,739
+55,537
+28% +$3.68M 1.24% 9
2022
Q1 		$15.1M Buy
197,202
+25,316
+15% +$1.9M 0.99% 14
2021
Q4 		$14.4M Sell
171,886
-30,872
-15% -$2.49M 0.91% 14
2021
Q3 		$15M Buy
202,758
+40,534
+25% +$3.09M 1.01% 12
2021
Q2 		$11.8M Sell
162,224
-48,995
-23% -$3.39M 0.79% 19
2021
Q1 		$13.8M Buy
211,219
+29,487
+16% +$1.91M 0.97% 14
2020
Q4 		$12M Sell
181,732
-41,532
-19% -$2.52M 0.82% 21
2020
Q3 		$12.9M Buy
223,264
+74,080
+50% +$4.19M 1.1% 14
2020
Q2 		$7.2M Sell
149,184
-11,912
-7% -$571K 0.68% 28
2020
Q1 		$6.65M Sell
161,096
-21,220
-12% -$1M 0.95% 21
2019
Q4 		$8.83M Buy
182,316
+2,340
+1% +$108K 0.94% 16
2019
Q3 		$8.1M Buy
179,976
+2,644
+1% +$120K 0.93% 20
2019
Q2 		$7.95M Sell
177,332
-28,504
-14% -$1.25M 0.92% 20
2019
Q1 		$8.87M Sell
205,836
-73,148
-26% -$3M 1.1% 16
2018
Q4 		$10.5M Buy
278,984
+48,884
+21% +$1.98M 1.43% 10
2018
Q3 		$10.2M Sell
230,100
-25,184
-10% -$1.08M 1.14% 14
2018
Q2 		$10.4M Sell
255,284
-5,384
-2% -$216K 1.26% 13
2018
Q1 		$10.1M Buy
260,668
+24,636
+10% +$983K 1.31% 13
2017
Q4 		$9.01M Buy
+236,032
New +$8.82M 1.23% 14

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return

Financial Advocates Investment Management's IVW Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 84% in Q3 2025, selling an estimated $15.6M and leaving 24,989 shares worth $3.02M. The position accounts for 1.7% of the portfolio, ranked #18.

Financial Advocates Investment Management first reported a position in IVW in Q4 2017 and has held it in 32 quarters since. The position peaked at $22.2M in Q2 2024. 1,935 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Financial Advocates Investment Management held 24,989 shares of iShares S&P 500 Growth ETF worth $3.02M as of Q3 2025.
  • Financial Advocates Investment Management sold 135,930 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $15.6M.
  • iShares S&P 500 Growth ETF made up 1.7% of Financial Advocates Investment Management's portfolio in Q3 2025, its #18 holding.
  • Financial Advocates Investment Management first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's iShares S&P 500 Growth ETF position peaked at $22.2M in Q2 2024.
  • 1,935 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.