First Horizon Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

First Horizon Advisors’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	$30M	Sell	272,896 -6,513	-2%	-$645K	0.78%	38
2025 Q1	$25.9M	Buy	279,409 +19,124	+7%	+$1.93M	0.73%	39
2024 Q4	$26.4M	Buy	260,285 +2,078	+0.8%	+$207K	0.74%	36
2024 Q3	$24.7M	Buy	258,207 +62,744	+32%	+$5.79M	0.69%	40
2024 Q2	$18.1M	Buy	195,463 +61,105	+45%	+$5.27M	0.55%	61
2024 Q1	$11.3M	Buy	134,358 +34,311	+34%	+$2.76M	0.35%	94
2023 Q4	$7.51M	Buy	100,047 +1,113	+1%	+$79.2K	0.25%	120
2023 Q3	$6.77M	Buy	98,934 +18,106	+22%	+$1.28M	0.25%	123
2023 Q2	$5.7M	Buy	80,828 +3,635	+5%	+$240K	0.2%	137
2023 Q1	$4.93M	Buy	77,193 +2,921	+4%	+$179K	0.18%	146
2022 Q4	$4.34M	Buy	74,272 +7,388	+11%	+$444K	0.16%	155
2022 Q3	$3.87M	Buy	66,884 +1,376	+2%	+$89.4K	0.16%	158
2022 Q2	$3.95M	Buy	65,508 +18,170	+38%	+$1.2M	0.14%	164
2022 Q1	$3.62M	Sell	47,338 -25,142	-35%	-$1.89M	0.2%	138
2021 Q4	$6.06M	Sell	72,480 -3,509	-5%	-$283K	0.18%	149
2021 Q3	$5.62M	Buy	75,989 +36,669	+93%	+$2.8M	0.18%	152
2021 Q2	$2.86M	Sell	39,320 -10,696	-21%	-$740K	0.15%	137
2021 Q1	$3.25M	Sell	50,016 -27,110	-35%	-$1.75M	0.19%	116
2020 Q4	$4.92M	Sell	77,126 -6,922	-8%	-$420K	0.33%	88
2020 Q3	$4.86M	Sell	84,048 -1,040	-1%	-$58.9K	0.36%	82
2020 Q2	$4.41M	Sell	85,088 -1,620	-2%	-$77.7K	0.35%	84
2020 Q1	$3.58M	Sell	86,708 -6,104	-7%	-$289K	0.33%	91
2019 Q4	$4.49M	Sell	92,812 -460	-0.5%	-$21.3K	0.33%	92
2019 Q3	$4.2M	Sell	93,272 -7,148	-7%	-$323K	0.33%	94
2019 Q2	$4.5M	Buy	100,420 +3,464	+4%	+$152K	0.35%	84
2019 Q1	$4.18M	Buy	96,956 +28,672	+42%	+$1.17M	0.33%	87
2018 Q4	$2.57M	Sell	68,284 -8,612	-11%	-$349K	0.23%	110
2018 Q3	$3.4M	Sell	76,896 -2,952	-4%	-$127K	0.26%	107
2018 Q2	$3.25M	Buy	79,848 +1,756	+2%	+$70.5K	0.27%	104
2018 Q1	$3.03M	Sell	78,092 -13,260	-15%	-$529K	0.29%	95
2017 Q4	$3.5M	Sell	91,352 -3,928	-4%	-$147K	0.33%	86
2017 Q3	$3.42M	Sell	95,280 -1,804	-2%	-$63.5K	0.35%	86
2017 Q2	$3.33M	Sell	97,084 -1,640	-2%	-$55.6K	0.36%	86
2017 Q1	$3.25M	Buy	98,724 +3,524	+4%	+$113K	0.37%	83
2016 Q4	$2.89M	Hold	95,200	–	–	0.37%	94
2016 Q3	$2.89M	Buy	95,200 +44,616	+88%	+$1.35M	0.37%	94
2016 Q2	$1.48M	Sell	50,584 -17,436	-26%	-$506K	0.2%	122
2016 Q1	$1.96M	Buy	68,020 +35,272	+108%	+$970K	0.22%	107
2015 Q4	$948K	Sell	32,748 -28,420	-46%	-$826K	0.17%	131
2015 Q3	$1.65M	Buy	61,168 +16,360	+37%	+$465K	0.25%	111
2015 Q2	$1.27M	Buy	44,808 +516	+1%	+$15K	0.18%	133
2015 Q1	$1.26M	Buy	44,292 +8,140	+23%	+$231K	0.18%	137
2014 Q4	$1.01M	Buy	36,152 +2,392	+7%	+$65.3K	0.16%	148
2014 Q3	$901K	Sell	33,760 -440	-1%	-$11.7K	0.14%	159
2014 Q2	$897K	Buy	34,200 +2,452	+8%	+$62.2K	0.13%	167
2014 Q1	$792K	Sell	31,748 -1,408	-4%	-$34.8K	0.11%	167
2013 Q4	$811K	Sell	33,156 -676	-2%	-$15.9K	0.12%	167
2013 Q3	$756K	Buy	+33,832	New	+$747K	0.12%	164

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Horizon Advisors's IVW Position: Q2 2025 in Review

First Horizon Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.3% in Q2 2025, selling an estimated $645K and leaving 272,896 shares worth $30M. The position accounts for 0.78% of the portfolio, ranked #38.

First Horizon Advisors first reported a position in IVW in Q3 2013 and has held it in 48 quarters since. 1,882 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

First Horizon Advisors held 272,896 shares of iShares S&P 500 Growth ETF worth $30M as of Q2 2025.
First Horizon Advisors sold 6,513 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $645K.
iShares S&P 500 Growth ETF made up 0.78% of First Horizon Advisors's portfolio in Q2 2025, its #38 holding.
First Horizon Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2013 and has held it in 48 quarters since.
1,882 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.