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McDonald Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

McDonald Partners’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
-2,348
Closed -$259K – 241
2025
Q2 		$259K Sell
2,348
-1,000
-30% -$99K 0.06% 222
2025
Q1 		$311K Buy
3,348
+601
+22% +$60.6K 0.08% 198
2024
Q4 		$279K Sell
2,747
-435
-14% -$43.4K 0.07% 205
2024
Q3 		$305K Sell
3,182
-408
-11% -$37.7K 0.08% 202
2024
Q2 		$332K Hold
3,590
– – 0.09% 195
2024
Q1 		$303K Sell
3,590
-448
-11% -$36K 0.08% 201
2023
Q4 		$303K Hold
4,038
– – 0.09% 197
2023
Q3 		$276K Buy
4,038
+31
+0.8% +$2.19K 0.09% 197
2023
Q2 		$282K Hold
4,007
– – 0.09% 203
2023
Q1 		$256K Hold
4,007
– – 0.08% 206
2022
Q4 		$234K Hold
4,007
– – 0.08% 206
2022
Q3 		$232K Sell
4,007
-340
-8% -$22.1K 0.09% 194
2022
Q2 		$262K Sell
4,347
-60
-1% -$3.97K 0.07% 252
2022
Q1 		$337K Buy
4,407
+4,293
+3,766% +$323K 0.07% 242
2021
Q4 		$9.54K Sell
114
-4,593
-98% -$370K 0.01% 194
2021
Q3 		$348K Sell
4,707
-255
-5% -$19.4K 0.08% 231
2021
Q2 		$361K Buy
4,962
+6
+0.1% +$415 0.09% 225
2021
Q1 		$323K Buy
4,956
+7
+0.1% +$453 0.08% 232
2020
Q4 		$316K Buy
+4,949
New +$300K 0.09% 219

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

McDonald Partners's IVW Position: Q3 2025 in Review

McDonald Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 2,348 shares — an estimated $259K sold.

McDonald Partners first reported a position in IVW in Q4 2020 and held it in 19 quarters. The position peaked at $361K in Q2 2021. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • McDonald Partners reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • McDonald Partners sold 2,348 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $259K.
  • McDonald Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 19 quarters.
  • McDonald Partners's iShares S&P 500 Growth ETF position peaked at $361K in Q2 2021.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on McDonald Partners's 13F filing for Q3 2025, filed 12 Nov 2025.