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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B 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