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

JFG 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 Q3	$546K	Hold	4,519	–	–	0.11%	44
2025 Q2	$498K	Sell	4,519 -2	-0%	-$198	0.1%	42
2025 Q1	$420K	Sell	4,521 -22	-0.5%	-$2.22K	0.1%	54
2024 Q4	$461K	Buy	4,543 +22	+0.5%	+$2.19K	0.11%	59
2024 Q3	$433K	Hold	4,521	–	–	0.12%	47
2024 Q2	$418K	Buy	+4,521	New	+$390K	0.12%	37
2023 Q1	–	Sell	-4,140	Closed	-$242K	–	37
2022 Q4	$242K	Hold	4,140	–	–	0.08%	29
2022 Q3	$239K	Hold	4,140	–	–	0.08%	36
2022 Q2	$249K	Hold	4,140	–	–	0.09%	30
2022 Q1	$316K	Buy	+4,140	New	+$311K	0.09%	26

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JFG Wealth Management's IVW Position: Q3 2025 in Review

JFG Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2025 at 4,519 shares worth $546K. The position accounts for 0.11% of the portfolio, ranked #44.

JFG Wealth Management first reported a position in IVW in Q1 2022 and has held it in 10 quarters since. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

JFG Wealth Management held 4,519 shares of iShares S&P 500 Growth ETF worth $546K as of Q3 2025.
JFG Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2025.
iShares S&P 500 Growth ETF made up 0.11% of JFG Wealth Management's portfolio in Q3 2025, its #44 holding.
JFG Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 10 quarters since.
1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.