Mendel Money Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mendel Money Management’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	–	Sell	-5,306	Closed	-$539K	–	141
2024 Q4	$539K	Buy	5,306 +296	+6%	+$29.5K	0.24%	90
2024 Q3	$480K	Hold	5,010	–	–	0.21%	103
2024 Q2	$464K	Sell	5,010 -150	-3%	-$12.9K	0.22%	94
2024 Q1	$436K	Hold	5,160	–	–	0.2%	99
2023 Q4	$388K	Hold	5,160	–	–	0.19%	104
2023 Q3	$353K	Hold	5,160	–	–	0.19%	100
2023 Q2	$364K	Hold	5,160	–	–	0.19%	99
2023 Q1	$330K	Hold	5,160	–	–	0.18%	101
2022 Q4	$302K	Buy	+5,160	New	+$310K	0.17%	103

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mendel Money Management's IVW Position: Q1 2025 in Review

Mendel Money Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 5,306 shares — an estimated $539K sold.

Mendel Money Management first reported a position in IVW in Q4 2022 and held it in 9 quarters. The position peaked at $539K in Q4 2024. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

Mendel Money Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
Mendel Money Management sold 5,306 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $539K.
Mendel Money Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 9 quarters.
Mendel Money Management's iShares S&P 500 Growth ETF position peaked at $539K in Q4 2024.
1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Mendel Money Management's 13F filing for Q1 2025, filed 6 May 2025.