Iron Horse Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Iron Horse Wealth Management’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	$1.32K	Hold	12	–	–	﹤0.01%	504
2025 Q1	$1.11K	Hold	12	–	–	﹤0.01%	503
2024 Q4	$1.22K	Buy	12 +2	+20%	+$200	﹤0.01%	423
2024 Q3	$957	Hold	10	–	–	﹤0.01%	443
2024 Q2	$924	Buy	10 +1	+11%	+$86	﹤0.01%	422
2024 Q1	$758	Hold	9	–	–	﹤0.01%	419
2023 Q4	$673	Hold	9	–	–	﹤0.01%	445
2023 Q3	$610	Hold	9	–	–	﹤0.01%	460
2023 Q2	$628	Buy	9 +1	+13%	+$66	﹤0.01%	279
2023 Q1	$568	Hold	8	–	–	﹤0.01%	315
2022 Q4	$1K	Buy	+8	New	+$480	﹤0.01%	221
2022 Q2	–	Sell	-2	Closed	–	–	288
2022 Q1	$0	Hold	2	–	–	﹤0.01%	244
2021 Q4	$0	Hold	2	–	–	﹤0.01%	232
2021 Q3	$0	Hold	2	–	–	﹤0.01%	221
2021 Q2	$0	Hold	2	–	–	﹤0.01%	200
2021 Q1	$0	Hold	2	–	–	﹤0.01%	192
2020 Q4	$0	Buy	+2	New	+$121	﹤0.01%	180

Other funds holding IVW

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Iron Horse Wealth Management's IVW Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2025 at 12 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Iron Horse Wealth Management first reported a position in IVW in Q4 2020 and has held it in 17 quarters since. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

Iron Horse Wealth Management held 12 shares of iShares S&P 500 Growth ETF worth $1.32K as of Q2 2025.
Iron Horse Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2025.
iShares S&P 500 Growth ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #504 holding.
Iron Horse Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 17 quarters since.
1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.