Motiv8 Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

Motiv8 Investments’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 Q4	$290K	Sell	2,352 -84	-3%	-$10.3K	0.16%	83
2025 Q3	$294K	Hold	2,436	–	–	0.16%	80
2025 Q2	$268K	Hold	2,436	–	–	0.16%	80
2025 Q1	$226K	Hold	2,436	–	–	0.15%	82
2024 Q4	$247K	Sell	2,436 -147	-6%	-$14.7K	0.17%	77
2024 Q3	$247K	Sell	2,583 -444	-15%	-$41K	0.17%	77
2024 Q2	$280K	Hold	3,027	–	–	0.21%	76
2024 Q1	$256K	Hold	3,027	–	–	0.2%	76
2023 Q4	$227K	Buy	+3,027	New	+$215K	0.2%	83

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Motiv8 Investments's IVW Position: Q4 2025 in Review

Motiv8 Investments reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.4% in Q4 2025, selling an estimated $10.3K and leaving 2,352 shares worth $290K. The position accounts for 0.16% of the portfolio, ranked #83.

Motiv8 Investments first reported a position in IVW in Q4 2023 and has held it in 9 quarters since. The position peaked at $294K in Q3 2025. 2,076 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

Motiv8 Investments held 2,352 shares of iShares S&P 500 Growth ETF worth $290K as of Q4 2025.
Motiv8 Investments sold 84 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $10.3K.
iShares S&P 500 Growth ETF made up 0.16% of Motiv8 Investments's portfolio in Q4 2025, its #83 holding.
Motiv8 Investments first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 9 quarters since.
Motiv8 Investments's iShares S&P 500 Growth ETF position peaked at $294K in Q3 2025.
2,076 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.