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

Herold 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
Q3 		– Sell
-7,583
Closed -$835K – 286
2025
Q2 		$835K Sell
7,583
-935
-11% -$92.5K 0.18% 128
2025
Q1 		$791K Buy
8,518
+511
+6% +$51.5K 0.17% 138
2024
Q4 		$813K Sell
8,007
-35
-0.4% -$3.49K 0.18% 140
2024
Q3 		$770K Buy
8,042
+2,678
+50% +$247K 0.17% 149
2024
Q2 		$496K Buy
5,364
+348
+7% +$30K 0.11% 182
2024
Q1 		$424K Buy
+5,016
New +$403K 0.1% 194
2022
Q2 		– Sell
-200
Closed -$15.3K – 418
2022
Q1 		$15.3K Buy
+200
New +$15K 0.01% 550
2021
Q4 		– Sell
-200
Closed -$14K – 406
2021
Q3 		$14K Buy
+200
New +$15.2K 0.01% 557

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

Herold Advisors's IVW Position: Q3 2025 in Review

Herold Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 7,583 shares — an estimated $835K sold.

Herold Advisors first reported a position in IVW in Q3 2021 and held it in 8 quarters. The position peaked at $835K in Q2 2025. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Herold Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Herold Advisors sold 7,583 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $835K.
  • Herold Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and held it in 8 quarters.
  • Herold Advisors's iShares S&P 500 Growth ETF position peaked at $835K in Q2 2025.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.