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Good Life Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Good Life Advisors’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
Q2 		$322K Buy
2,925
+421
+17% +$41.7K 0.02% 385
2025
Q1 		$232K Buy
2,504
+246
+11% +$24.8K 0.02% 447
2024
Q4 		$229K Sell
2,258
-2,818
-56% -$281K 0.02% 426
2024
Q3 		$486K Buy
5,076
+2,563
+102% +$237K 0.03% 348
2024
Q2 		$233K Buy
2,513
+1
+0% +$86 0.02% 400
2024
Q1 		$212K Buy
+2,512
New +$202K 0.02% 416
2022
Q2 		– Sell
-3,108
Closed -$237K – 376
2022
Q1 		$237K Buy
3,108
+44
+1% +$3.31K 0.03% 333
2021
Q4 		$256K Hold
3,064
– – 0.03% 313
2021
Q3 		$226K Buy
+3,064
New +$234K 0.03% 317
2020
Q1 		– Sell
-4,288
Closed -$207K – 249
2019
Q4 		$207K Buy
+4,288
New +$199K 0.06% 241
2019
Q2 		– Sell
-5,232
Closed -$226K – 261
2019
Q1 		$226K Sell
5,232
-1,332
-20% -$54.6K 0.07% 209
2018
Q4 		$247K Sell
6,564
-64
-1% -$2.59K 0.08% 189
2018
Q3 		$293K Buy
6,628
+320
+5% +$13.8K 0.08% 175
2018
Q2 		$258K Sell
6,308
-796
-11% -$32K 0.08% 183
2018
Q1 		$269K Sell
7,104
-120
-2% -$4.79K 0.09% 164
2017
Q4 		$286K Buy
7,224
+572
+9% +$21.4K 0.09% 168
2017
Q3 		$241K Buy
+6,652
New +$234K 0.09% 172
2017
Q2 		– Sell
-6,992
Closed -$229K – 212
2017
Q1 		$229K Buy
6,992
+204
+3% +$6.55K 0.11% 166
2016
Q4 		$211K Buy
+6,788
New +$205K 0.12% 143

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Good Life Advisors's IVW Position: Q2 2025 in Review

Good Life Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q2 2025, buying an estimated $41.7K and bringing the position to 2,925 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #385.

Good Life Advisors first reported a position in IVW in Q4 2016 and has held it in 19 quarters since. The position peaked at $486K in Q3 2024. 1,887 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • Good Life Advisors held 2,925 shares of iShares S&P 500 Growth ETF worth $322K as of Q2 2025.
  • Good Life Advisors bought 421 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $41.7K.
  • iShares S&P 500 Growth ETF made up 0.02% of Good Life Advisors's portfolio in Q2 2025, its #385 holding.
  • Good Life Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 19 quarters since.
  • Good Life Advisors's iShares S&P 500 Growth ETF position peaked at $486K in Q3 2024.
  • 1,887 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.