LBC
IVW icon

Leigh Baldwin & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Leigh Baldwin & Co’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
Q4 		– Sell
-2,020
Closed -$244K – 180
2025
Q3 		$244K Sell
2,020
-1
-0% -$115 0.14% 172
2025
Q2 		$223K Buy
+2,021
New +$200K 0.15% 172

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Leigh Baldwin & Co's IVW Position: Q4 2025 in Review

Leigh Baldwin & Co sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 2,020 shares — an estimated $244K sold.

Leigh Baldwin & Co first reported a position in IVW in Q2 2025 and held it in 2 quarters. The position peaked at $244K in Q3 2025. 2,078 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

  • Leigh Baldwin & Co reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Leigh Baldwin & Co sold 2,020 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $244K.
  • Leigh Baldwin & Co first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and held it in 2 quarters.
  • Leigh Baldwin & Co's iShares S&P 500 Growth ETF position peaked at $244K in Q3 2025.
  • 2,078 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Leigh Baldwin & Co's 13F filing for Q4 2025, filed 12 Feb 2026.