LC
IVW icon

Lindbrook Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lindbrook Capital’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 		$3.3M Sell
35,563
-300
-0.8% -$30.2K 0.3% 50
2024
Q4 		$3.64M Sell
35,863
-492
-1% -$49.1K 0.33% 47
2024
Q3 		$3.48M Buy
36,355
+267
+0.7% +$24.7K 0.31% 52
2024
Q2 		$3.34M Sell
36,088
-175
-0.5% -$15.1K 0.31% 54
2024
Q1 		$3.06M Buy
36,263
+520
+1% +$41.8K 0.29% 56
2023
Q4 		$2.68M Buy
35,743
+400
+1% +$28.5K 0.27% 57
2023
Q3 		$2.42M Buy
35,343
+75
+0.2% +$5.31K 0.27% 59
2023
Q2 		$2.49M Hold
35,268
– – 0.26% 61
2023
Q1 		$2.25M Hold
35,268
– – 0.26% 59
2022
Q4 		$2.06M Buy
35,268
+42
+0.1% +$2.52K 0.25% 66
2022
Q3 		$2.04M Buy
35,226
+205
+0.6% +$13.3K 0.34% 34
2022
Q2 		$2.11M Buy
35,021
+1,137
+3% +$75.2K 0.35% 33
2022
Q1 		$2.59M Buy
33,884
+15,872
+88% +$1.19M 0.4% 33
2021
Q4 		$1.51M Buy
18,012
+16,048
+817% +$1.29M 0.23% 58
2021
Q3 		$145K Sell
1,964
-1,796
-48% -$137K 0.04% 206
2021
Q2 		$273K Sell
3,760
-1,964
-34% -$136K 0.06% 132
2021
Q1 		$373K Sell
5,724
-3,928
-41% -$254K 0.08% 98
2020
Q4 		$616K Sell
9,652
-3,372
-26% -$204K 0.15% 53
2020
Q3 		$752K Hold
13,024
– – 0.21% 42
2020
Q2 		$676K Buy
13,024
+2,168
+20% +$104K 0.2% 42
2020
Q1 		$448K Hold
10,856
– – 0.17% 47
2019
Q4 		$526K Hold
10,856
– – 0.18% 53
2019
Q3 		$489K Hold
10,856
– – 0.18% 54
2019
Q2 		$486K Hold
10,856
– – 0.19% 56
2019
Q1 		$467K Hold
10,856
– – 0.19% 54
2018
Q4 		$408K Buy
+10,856
New +$439K 0.2% 53

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 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

Lindbrook Capital's IVW Position: Q1 2025 in Review

Lindbrook Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.84% in Q1 2025, selling an estimated $30.2K and leaving 35,563 shares worth $3.3M. The position accounts for 0.3% of the portfolio, ranked #50.

Lindbrook Capital first reported a position in IVW in Q4 2018 and has held it in 26 quarters since. The position peaked at $3.64M in Q4 2024. 1,832 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

  • Lindbrook Capital held 35,563 shares of iShares S&P 500 Growth ETF worth $3.3M as of Q1 2025.
  • Lindbrook Capital sold 300 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $30.2K.
  • iShares S&P 500 Growth ETF made up 0.3% of Lindbrook Capital's portfolio in Q1 2025, its #50 holding.
  • Lindbrook Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's iShares S&P 500 Growth ETF position peaked at $3.64M in Q4 2024.
  • 1,832 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.