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

Fortis 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
Q3 		– Sell
-2,306
Closed -$254K – 182
2025
Q2 		$254K Sell
2,306
-1,360
-37% -$135K 0.04% 144
2025
Q1 		$340K Buy
3,666
+1
+0% +$101 0.07% 117
2024
Q4 		$372K Sell
3,665
-166
-4% -$16.6K 0.07% 104
2024
Q3 		$367K Sell
3,831
-2,099
-35% -$194K 0.07% 99
2024
Q2 		$549K Sell
5,930
-1,893
-24% -$163K 0.12% 93
2024
Q1 		$661K Buy
+7,823
New +$629K 0.17% 74

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

Fortis Capital Management's IVW Position: Q3 2025 in Review

Fortis Capital Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 2,306 shares — an estimated $254K sold.

Fortis Capital Management first reported a position in IVW in Q1 2024 and held it in 6 quarters. The position peaked at $661K in Q1 2024. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Fortis Capital Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Fortis Capital Management sold 2,306 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $254K.
  • Fortis Capital Management first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and held it in 6 quarters.
  • Fortis Capital Management's iShares S&P 500 Growth ETF position peaked at $661K in Q1 2024.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Fortis Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.