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Moloney Securities Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Moloney Securities Asset 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
Q3 		$10M Buy
83,244
+62,520
+302% +$7.19M 1.2% 12
2025
Q2 		$2.28M Sell
20,724
-14,458
-41% -$1.43M 0.28% 79
2025
Q1 		$3.27M Sell
35,182
-65,725
-65% -$6.63M 0.44% 47
2024
Q4 		$10.2M Buy
100,907
+18,815
+23% +$1.88M 1.37% 10
2024
Q3 		$7.86M Buy
82,092
+543
+0.7% +$50.1K 1.05% 15
2024
Q2 		$7.55M Buy
81,549
+75,423
+1,231% +$6.5M 1.09% 16
2024
Q1 		$517K Buy
6,126
+2,652
+76% +$213K 0.08% 260
2023
Q4 		$261K Buy
3,474
+498
+17% +$35.4K 0.04% 353
2023
Q3 		$204K Buy
+2,976
New +$211K 0.04% 379
2021
Q1 		– Sell
-6,152
Closed -$393K – 416
2020
Q4 		$393K Buy
+6,152
New +$373K 0.09% 237
2020
Q1 		– Sell
-12,408
Closed -$601K – 319
2019
Q4 		$601K Buy
12,408
+740
+6% +$34.3K 0.19% 146
2019
Q3 		$525K Sell
11,668
-752
-6% -$34K 0.18% 146
2019
Q2 		$556K Sell
12,420
-436
-3% -$19.2K 0.19% 141
2019
Q1 		$554K Sell
12,856
-1,360
-10% -$55.7K 0.19% 145
2018
Q4 		$536K Sell
14,216
-392
-3% -$15.9K 0.22% 132
2018
Q3 		$647K Sell
14,608
-4,064
-22% -$175K 0.22% 127
2018
Q2 		$759K Buy
18,672
+8,768
+89% +$352K 0.29% 108
2018
Q1 		$384K Sell
9,904
-2,084
-17% -$83.1K 0.16% 170
2017
Q4 		$458K Buy
11,988
+984
+9% +$36.8K 0.19% 146
2017
Q3 		$395K Sell
11,004
-568
-5% -$20K 0.18% 155
2017
Q2 		$396K Buy
11,572
+836
+8% +$28.3K 0.2% 147
2017
Q1 		$353K Buy
10,736
+644
+6% +$20.7K 0.18% 157
2016
Q4 		$307K Buy
+10,092
New +$305K 0.19% 152

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

Moloney Securities Asset Management's IVW Position: Q3 2025 in Review

Moloney Securities Asset Management increased its iShares S&P 500 Growth ETF (IVW) stake by 302% in Q3 2025, buying an estimated $7.19M and bringing the position to 83,244 shares worth $10M. The position accounts for 1.2% of the portfolio, ranked #12.

Moloney Securities Asset Management first reported a position in IVW in Q4 2016 and has held it in 23 quarters since. The position peaked at $10.2M in Q4 2024. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Moloney Securities Asset Management held 83,244 shares of iShares S&P 500 Growth ETF worth $10M as of Q3 2025.
  • Moloney Securities Asset Management bought 62,520 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $7.19M.
  • iShares S&P 500 Growth ETF made up 1.2% of Moloney Securities Asset Management's portfolio in Q3 2025, its #12 holding.
  • Moloney Securities Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 23 quarters since.
  • Moloney Securities Asset Management's iShares S&P 500 Growth ETF position peaked at $10.2M in Q4 2024.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.