LGT Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

LGT Financial Advisors’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	-11,363	Closed	-$1.37M	–	317
2025 Q3	$1.37M	Buy	11,363 +620	+6%	+$71.3K	2.96%	8
2025 Q2	$1.18M	Buy	10,743 +538	+5%	+$53.3K	3%	6
2025 Q1	$948K	Sell	10,205 -458	-4%	-$46.2K	2.89%	8
2024 Q4	$1.08M	Buy	10,663 +1,514	+17%	+$151K	2.4%	6
2024 Q3	$876K	Buy	9,149 +578	+7%	+$53.4K	2.16%	7
2024 Q2	$793K	Buy	8,571 +3,231	+61%	+$279K	1.67%	11
2024 Q1	$451K	Buy	5,340 +2,278	+74%	+$183K	0.52%	36
2023 Q4	$230K	Buy	3,062 +1,081	+55%	+$76.9K	0.28%	76
2023 Q3	$136K	Buy	1,981 +839	+73%	+$59.4K	0.17%	128
2023 Q2	$80.5K	Buy	+1,142	New	+$75.5K	0.09%	144

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

LGT Financial Advisors's IVW Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 11,363 shares — an estimated $1.37M sold.

LGT Financial Advisors first reported a position in IVW in Q2 2023 and held it in 10 quarters. The position peaked at $1.37M in Q3 2025. 2,068 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

LGT Financial Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 11,363 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $1.37M.
LGT Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and held it in 10 quarters.
LGT Financial Advisors's iShares S&P 500 Growth ETF position peaked at $1.37M in Q3 2025.
2,068 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.