LMKC
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L.M. Kohn & Company’s iShares S&P 500 Growth ETF IVW Stock Holding History

L.M. Kohn & Company’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
-2,752
Closed -$303K – 207
2025
Q2 		$303K Sell
2,752
-164
-6% -$16.2K 0.08% 203
2025
Q1 		$271K Sell
2,916
-36
-1% -$3.63K 0.07% 221
2024
Q4 		$300K Hold
2,952
– – 0.08% 191
2024
Q3 		$283K Buy
2,952
+548
+23% +$50.6K 0.07% 209
2024
Q2 		$222K Sell
2,404
-548
-19% -$47.2K 0.06% 238
2024
Q1 		$249K Buy
+2,952
New +$237K 0.07% 220

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

L.M. Kohn & Company's IVW Position: Q3 2025 in Review

L.M. Kohn & Company sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 2,752 shares — an estimated $303K sold.

L.M. Kohn & Company first reported a position in IVW in Q1 2024 and held it in 6 quarters. The position peaked at $303K in Q2 2025. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • L.M. Kohn & Company reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 2,752 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $303K.
  • L.M. Kohn & Company first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and held it in 6 quarters.
  • L.M. Kohn & Company's iShares S&P 500 Growth ETF position peaked at $303K in Q2 2025.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.