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

Marcum Wealth’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 		$457K Buy
4,923
+242
+5% +$24.4K 0.04% 205
2024
Q4 		$475K Sell
4,681
-533
-10% -$53.2K 0.04% 203
2024
Q3 		$499K Hold
5,214
– – 0.05% 196
2024
Q2 		$483K Buy
5,214
+1,284
+33% +$111K 0.05% 197
2024
Q1 		$332K Sell
3,930
-5,672
-59% -$456K 0.03% 252
2023
Q4 		$721K Hold
9,602
– – 0.08% 136
2023
Q3 		$657K Sell
9,602
-689
-7% -$48.8K 0.08% 133
2023
Q2 		$725K Sell
10,291
-2,708
-21% -$179K 0.09% 125
2023
Q1 		$831K Sell
12,999
-2,829
-18% -$173K 0.1% 117
2022
Q4 		$926K Sell
15,828
-3,691
-19% -$222K 0.12% 94
2022
Q3 		$1.13M Sell
19,519
-3,911
-17% -$254K 0.17% 70
2022
Q2 		$1.41M Sell
23,430
-1,625
-6% -$108K 0.21% 62
2022
Q1 		$1.91M Sell
25,055
-26,140
-51% -$1.96M 0.26% 45
2021
Q4 		$4.28M Buy
+51,195
New +$4.12M 0.6% 21

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 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

Marcum Wealth's IVW Position: Q1 2025 in Review

Marcum Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 5.2% in Q1 2025, buying an estimated $24.4K and bringing the position to 4,923 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #205.

Marcum Wealth first reported a position in IVW in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.28M in Q4 2021. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

  • Marcum Wealth held 4,923 shares of iShares S&P 500 Growth ETF worth $457K as of Q1 2025.
  • Marcum Wealth bought 242 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $24.4K.
  • iShares S&P 500 Growth ETF made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #205 holding.
  • Marcum Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 14 quarters since.
  • Marcum Wealth's iShares S&P 500 Growth ETF position peaked at $4.28M in Q4 2021.
  • 1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.