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Global Financial Private Client’s iShares S&P 500 Growth ETF IVW Stock Holding History

Global Financial Private Client’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
2026
Q1 		$348K Buy
3,078
+235
+8% +$28.3K 0.11% 186
2025
Q4 		$350K Sell
2,843
-55
-2% -$6.73K 0.12% 177
2025
Q3 		$350K Sell
2,898
-658
-19% -$75.7K 0.12% 177
2025
Q2 		$392K Buy
3,556
+416
+13% +$41.2K 0.15% 157
2025
Q1 		$291K Buy
3,140
+288
+10% +$29K 0.11% 176
2024
Q4 		$290K Sell
2,852
-343
-11% -$34.2K 0.11% 172
2024
Q3 		$306K Sell
3,195
-259
-7% -$23.9K 0.12% 165
2024
Q2 		$320K Buy
3,454
+1,546
+81% +$133K 0.13% 153
2024
Q1 		$161K Buy
1,908
+1,069
+127% +$85.9K 0.07% 188
2023
Q4 		$63K Buy
839
+46
+6% +$3.27K 0.03% 277
2023
Q3 		$54.5K Buy
+793
New +$56.1K 0.03% 275

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