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Lane & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lane & Associates’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
Q1 		$2.25M Sell
24,255
-401
-2% -$40.4K 1.21% 25
2024
Q4 		$2.57M Buy
24,656
+950
+4% +$94.8K 1.33% 19
2024
Q3 		$2.27M Buy
23,706
+130
+0.6% +$12K 1.24% 23
2024
Q2 		$2.18M Buy
23,576
+1,492
+7% +$129K 1.29% 22
2024
Q1 		$1.86M Buy
22,084
+428
+2% +$34.4K 1.17% 23
2023
Q4 		$1.63M Buy
21,656
+2,285
+12% +$163K 1.18% 23
2023
Q3 		$1.33M Buy
19,371
+1,320
+7% +$93.4K 1.06% 25
2023
Q2 		$1.27M Buy
18,051
+547
+3% +$36.2K 1.01% 25
2023
Q1 		$1.12M Sell
17,504
-166
-0.9% -$10.1K 1% 26
2022
Q4 		$1.03M Buy
+17,670
New +$1.06M 0.98% 24

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

Lane & Associates's IVW Position: Q1 2025 in Review

Lane & Associates reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.6% in Q1 2025, selling an estimated $40.4K and leaving 24,255 shares worth $2.25M. The position accounts for 1.21% of the portfolio, ranked #25.

Lane & Associates first reported a position in IVW in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.57M in Q4 2024. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

  • Lane & Associates held 24,255 shares of iShares S&P 500 Growth ETF worth $2.25M as of Q1 2025.
  • Lane & Associates sold 401 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $40.4K.
  • iShares S&P 500 Growth ETF made up 1.21% of Lane & Associates's portfolio in Q1 2025, its #25 holding.
  • Lane & Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's iShares S&P 500 Growth ETF position peaked at $2.57M in Q4 2024.
  • 1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.