MWM
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Moulton Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Moulton Wealth 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
Q2 		– Sell
-6,875
Closed -$638K – 38
2025
Q1 		$638K Buy
+6,875
New +$693K 0.49% 28

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Moulton Wealth Management's IVW Position: Q2 2025 in Review

Moulton Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 6,875 shares — an estimated $638K sold.

Moulton Wealth Management first reported a position in IVW in Q1 2025 and held it in 1 quarter. The position peaked at $638K in Q1 2025. 1,882 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • Moulton Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Moulton Wealth Management sold 6,875 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $638K.
  • Moulton Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and held it in 1 quarter.
  • Moulton Wealth Management's iShares S&P 500 Growth ETF position peaked at $638K in Q1 2025.
  • 1,882 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Moulton Wealth Management's 13F filing for Q2 2025, filed 8 Jul 2025.