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

FullCircle Wealth’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 		$3.86M Buy
31,318
+1,285
+4% +$148K 1.36% 9
2025
Q2 		$3.42M Sell
30,033
-1,752
-6% -$173K 1.28% 14
2025
Q1 		$2.99M Buy
31,785
+1,702
+6% +$172K 1.23% 16
2024
Q4 		$3.2M Buy
30,083
+1,952
+7% +$195K 1.31% 13
2024
Q3 		$2.75M Sell
28,131
-354
-1% -$32.7K 1.23% 15
2024
Q2 		$2.56M Buy
+28,485
New +$2.46M 1.26% 16

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

FullCircle Wealth's IVW Position: Q3 2025 in Review

FullCircle Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 4.3% in Q3 2025, buying an estimated $148K and bringing the position to 31,318 shares worth $3.86M. The position accounts for 1.36% of the portfolio, ranked #9.

FullCircle Wealth first reported a position in IVW in Q2 2024 and has held it in 6 quarters since. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • FullCircle Wealth held 31,318 shares of iShares S&P 500 Growth ETF worth $3.86M as of Q3 2025.
  • FullCircle Wealth bought 1,285 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $148K.
  • iShares S&P 500 Growth ETF made up 1.36% of FullCircle Wealth's portfolio in Q3 2025, its #9 holding.
  • FullCircle Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 6 quarters since.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.