FSA Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

FSA Wealth 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	$142K	Hold	1,180	–	–	0.05%	70
2025 Q2	$130K	Hold	1,180	–	–	0.05%	75
2025 Q1	$110K	Hold	1,180	–	–	0.05%	78
2024 Q4	$120K	Hold	1,180	–	–	0.05%	76
2024 Q3	$113K	Buy	+1,180	New	+$109K	0.05%	82
2024 Q1	$99.6K	Hold	1,180	–	–	0.04%	85
2023 Q4	$89K	Buy	+1,180	New	+$84K	0.04%	87
2021 Q1	–	Sell	-2,640	Closed	-$168K	–	143
2020 Q4	$168K	Buy	+2,640	New	+$160K	0.08%	58
2020 Q3	–	Sell	-2,640	Closed	-$137K	–	200
2020 Q2	$137K	Hold	2,640	–	–	0.09%	68
2020 Q1	$109K	Sell	2,640 -480	-15%	-$22.7K	0.09%	74
2019 Q4	$151K	Buy	+3,120	New	+$145K	0.11%	68

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

FSA Wealth Management's IVW Position: Q3 2025 in Review

FSA Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2025 at 1,180 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #70.

FSA Wealth Management first reported a position in IVW in Q4 2019 and has held it in 11 quarters since. The position peaked at $168K in Q4 2020. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

FSA Wealth Management held 1,180 shares of iShares S&P 500 Growth ETF worth $142K as of Q3 2025.
FSA Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2025.
iShares S&P 500 Growth ETF made up 0.05% of FSA Wealth Management's portfolio in Q3 2025, its #70 holding.
FSA Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's iShares S&P 500 Growth ETF position peaked at $168K in Q4 2020.
1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.