Old Mission Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Old Mission Capital’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	–	Sell	-3,171	Closed	-$349K	–	1196
2025 Q2	$349K	Buy	+3,171	New	+$314K	0.01%	844
2024 Q4	–	Sell	-10,158	Closed	-$973K	–	1062
2024 Q3	$973K	Buy	+10,158	New	+$938K	0.01%	493
2022 Q1	–	Sell	-6,997	Closed	-$585K	–	1482
2021 Q4	$585K	Buy	+6,997	New	+$564K	0.02%	588
2020 Q4	–	Sell	-19,712	Closed	-$1.14M	–	605
2020 Q3	$1.14M	Buy	+19,712	New	+$1.12M	0.09%	199
2020 Q2	–	Sell	-16,376	Closed	-$676K	–	563
2020 Q1	$676K	Sell	16,376 -65,972	-80%	-$3.12M	0.06%	177
2019 Q4	$3.99M	Buy	+82,348	New	+$3.82M	0.31%	63
2019 Q2	–	Sell	-7,744	Closed	-$334K	–	300
2019 Q1	$334K	Buy	+7,744	New	+$317K	0.06%	143
2018 Q2	–	Sell	-19,392	Closed	-$752K	–	322
2018 Q1	$752K	Buy	+19,392	New	+$774K	0.1%	114

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Old Mission Capital's IVW Position: Q3 2025 in Review

Old Mission Capital sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 3,171 shares — an estimated $349K sold.

Old Mission Capital first reported a position in IVW in Q1 2018 and held it in 8 quarters. The position peaked at $3.99M in Q4 2019. 1,941 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

Old Mission Capital reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
Old Mission Capital sold 3,171 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $349K.
Old Mission Capital first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and held it in 8 quarters.
Old Mission Capital's iShares S&P 500 Growth ETF position peaked at $3.99M in Q4 2019.
1,941 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Old Mission Capital's 13F filing for Q3 2025, filed 14 Nov 2025.