New Millennium Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

New Millennium Group’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	-652	Closed	-$60.5K	–	459
2025 Q1	$60.5K	Sell	652 -1,026	-61%	-$103K	0.04%	84
2024 Q4	$170K	Sell	1,678 -2,872	-63%	-$287K	0.1%	58
2024 Q3	$436K	Hold	4,550	–	–	0.28%	45
2024 Q2	$421K	Buy	4,550 +19	+0.4%	+$1.64K	0.28%	51
2024 Q1	$383K	Sell	4,531 -19	-0.4%	-$1.53K	0.29%	58
2023 Q4	$342K	Hold	4,550	–	–	0.3%	57
2023 Q3	$311K	Sell	4,550 -42	-0.9%	-$2.97K	0.28%	40
2023 Q2	$324K	Sell	4,592 -63	-1%	-$4.17K	0.3%	39
2023 Q1	$297K	Hold	4,655	–	–	0.3%	43
2022 Q4	$272K	Hold	4,655	–	–	0.29%	43
2022 Q3	$269K	Hold	4,655	–	–	0.3%	40
2022 Q2	$281K	Hold	4,655	–	–	0.29%	40
2022 Q1	$356K	Sell	4,655 -3,928	-46%	-$295K	0.26%	44
2021 Q4	$718K	Buy	+8,583	New	+$691K	0.55%	27

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

New Millennium Group's IVW Position: Q2 2025 in Review

New Millennium Group sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 652 shares — an estimated $60.5K sold.

New Millennium Group first reported a position in IVW in Q4 2021 and held it in 14 quarters. The position peaked at $718K in Q4 2021. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

New Millennium Group reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
New Millennium Group sold 652 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $60.5K.
New Millennium Group first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 14 quarters.
New Millennium Group's iShares S&P 500 Growth ETF position peaked at $718K in Q4 2021.
1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on New Millennium Group's 13F filing for Q2 2025, filed 6 Aug 2025.