Lowe Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lowe Wealth 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	$163K	Sell	1,350 -98	-7%	-$11.3K	0.06%	68
2025 Q2	$159K	Hold	1,448	–	–	0.06%	66
2025 Q1	$134K	Hold	1,448	–	–	0.06%	69
2024 Q4	$147K	Hold	1,448	–	–	0.06%	64
2024 Q3	$139K	Sell	1,448 -200	-12%	-$18.5K	0.06%	64
2024 Q2	$153K	Hold	1,648	–	–	0.07%	55
2024 Q1	$139K	Hold	1,648	–	–	0.06%	61
2023 Q4	$124K	Hold	1,648	–	–	0.06%	66
2023 Q3	$113K	Hold	1,648	–	–	0.06%	68
2023 Q2	$116K	Hold	1,648	–	–	0.06%	69
2023 Q1	$105K	Hold	1,648	–	–	0.06%	73
2022 Q4	$96.4K	Hold	1,648	–	–	0.05%	74
2022 Q3	$95K	Hold	1,648	–	–	0.06%	66
2022 Q2	$99K	Hold	1,648	–	–	0.05%	63
2022 Q1	$126K	Hold	1,648	–	–	0.06%	62
2021 Q4	$138K	Hold	1,648	–	–	0.06%	57
2021 Q3	$122K	Sell	1,648 -60	-4%	-$4.57K	0.06%	59
2021 Q2	$124K	Hold	1,708	–	–	0.06%	58
2021 Q1	$111K	Hold	1,708	–	–	0.06%	57
2020 Q4	$109K	Hold	1,708	–	–	0.06%	52
2020 Q3	$99K	Hold	1,708	–	–	0.06%	48
2020 Q2	$89K	Hold	1,708	–	–	0.05%	48
2020 Q1	$70K	Sell	1,708 -400	-19%	-$18.9K	0.05%	48
2019 Q4	$102K	Hold	2,108	–	–	0.06%	44
2019 Q3	$95K	Hold	2,108	–	–	0.06%	44
2019 Q2	$94K	Hold	2,108	–	–	0.06%	44
2019 Q1	$90K	Sell	2,108 -2,900	-58%	-$119K	0.05%	45
2018 Q4	$189K	Hold	5,008	–	–	0.13%	30
2018 Q3	$222K	Hold	5,008	–	–	0.13%	32
2018 Q2	$204K	Hold	5,008	–	–	0.13%	32
2018 Q1	$194K	Hold	5,008	–	–	0.12%	35
2017 Q4	$191K	Hold	5,008	–	–	0.12%	37
2017 Q3	$180K	Hold	5,008	–	–	0.11%	36
2017 Q2	$171K	Hold	5,008	–	–	0.11%	37
2017 Q1	$165K	Sell	5,008 -800	-14%	-$25.7K	0.11%	36
2016 Q4	$177K	Buy	5,808 +800	+16%	+$24.2K	0.12%	34
2016 Q3	$152K	Hold	5,008	–	–	0.1%	33
2016 Q2	$146K	Hold	5,008	–	–	0.1%	35
2016 Q1	$145K	Hold	5,008	–	–	0.1%	35
2015 Q4	$145K	Hold	5,008	–	–	0.1%	36
2015 Q3	$135K	Hold	5,008	–	–	0.1%	32
2015 Q2	$143K	Hold	5,008	–	–	0.1%	39
2015 Q1	$143K	Hold	5,008	–	–	0.1%	37
2014 Q4	$140K	Buy	+5,008	New	+$137K	0.1%	34

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

Lowe Wealth Advisors's IVW Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.8% in Q3 2025, selling an estimated $11.3K and leaving 1,350 shares worth $163K. The position accounts for 0.06% of the portfolio, ranked #68.

Lowe Wealth Advisors first reported a position in IVW in Q4 2014 and has held it in 44 quarters since. The position peaked at $222K in Q3 2018. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

Lowe Wealth Advisors held 1,350 shares of iShares S&P 500 Growth ETF worth $163K as of Q3 2025.
Lowe Wealth Advisors sold 98 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $11.3K.
iShares S&P 500 Growth ETF made up 0.06% of Lowe Wealth Advisors's portfolio in Q3 2025, its #68 holding.
Lowe Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 44 quarters since.
Lowe Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $222K in Q3 2018.
1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.