Lion Street Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lion Street 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 Q3	–	Sell	-8,805	Closed	-$969K	–	295
2025 Q2	$969K	Buy	8,805 +1,159	+15%	+$115K	0.29%	78
2025 Q1	$710K	Buy	7,646 +1,361	+22%	+$137K	0.23%	100
2024 Q4	$638K	Buy	6,285 +1,448	+30%	+$144K	0.2%	107
2024 Q3	$463K	Buy	4,837 +1,075	+29%	+$99.2K	0.16%	142
2024 Q2	$348K	Buy	+3,762	New	+$324K	0.13%	178
2022 Q2	–	Sell	-4,484	Closed	-$342K	–	159
2022 Q1	$342K	Buy	+4,484	New	+$337K	0.18%	91

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

Lion Street Advisors's IVW Position: Q3 2025 in Review

Lion Street Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 8,805 shares — an estimated $969K sold.

Lion Street Advisors first reported a position in IVW in Q1 2022 and held it in 6 quarters. The position peaked at $969K in Q2 2025. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

Lion Street Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
Lion Street Advisors sold 8,805 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $969K.
Lion Street Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and held it in 6 quarters.
Lion Street Advisors's iShares S&P 500 Growth ETF position peaked at $969K in Q2 2025.
1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.