Gries Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Gries Financial’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	$1.01M	Sell	8,383 -65	-0.8%	-$7.48K	0.16%	131
2025 Q2	$930K	Sell	8,448 -4,366	-34%	-$432K	0.17%	128
2025 Q1	$1.19M	Sell	12,814 -11,334	-47%	-$1.14M	0.23%	104
2024 Q4	$2.45M	Buy	24,148 +640	+3%	+$63.8K	0.44%	47
2024 Q3	$2.25M	Sell	23,508 -9,231	-28%	-$852K	0.42%	49
2024 Q2	$3.03M	Sell	32,739 -848	-3%	-$73.1K	0.62%	31
2024 Q1	$2.84M	Sell	33,587 -36,594	-52%	-$2.94M	0.47%	51
2023 Q4	$5.27M	Buy	70,181 +7,572	+12%	+$539K	1.16%	13
2023 Q3	$4.28M	Buy	+62,609	New	+$4.43M	1.15%	14

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gries Financial's IVW Position: Q3 2025 in Review

Gries Financial reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.77% in Q3 2025, selling an estimated $7.48K and leaving 8,383 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #131.

Gries Financial first reported a position in IVW in Q3 2023 and has held it in 9 quarters since. The position peaked at $5.27M in Q4 2023. 1,937 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

Gries Financial held 8,383 shares of iShares S&P 500 Growth ETF worth $1.01M as of Q3 2025.
Gries Financial sold 65 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $7.48K.
iShares S&P 500 Growth ETF made up 0.16% of Gries Financial's portfolio in Q3 2025, its #131 holding.
Gries Financial first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 9 quarters since.
Gries Financial's iShares S&P 500 Growth ETF position peaked at $5.27M in Q4 2023.
1,937 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.