GBA
IVW icon

Garrison Bradford & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Garrison Bradford & Associates’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
-677
Closed -$74.5K – 43
2025
Q2 		$74.5K Hold
677
– – 0.08% 39
2025
Q1 		$62.8K Buy
+677
New +$68.3K 0.07% 41

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

Garrison Bradford & Associates's IVW Position: Q3 2025 in Review

Garrison Bradford & Associates sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 677 shares — an estimated $74.5K sold.

Garrison Bradford & Associates first reported a position in IVW in Q1 2025 and held it in 2 quarters. The position peaked at $74.5K in Q2 2025. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Garrison Bradford & Associates reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Garrison Bradford & Associates sold 677 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $74.5K.
  • Garrison Bradford & Associates first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and held it in 2 quarters.
  • Garrison Bradford & Associates's iShares S&P 500 Growth ETF position peaked at $74.5K in Q2 2025.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Garrison Bradford & Associates's 13F filing for Q3 2025, filed 4 Nov 2025.