Oliver Lagore Vanvalin Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Oliver Lagore Vanvalin Investment 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	$563K	Buy	+6,061	New	+$600K	0.22%	90
2024 Q4	$624K	Sell	6,146 -383	-6%	-$38.2K	0.16%	82
2024 Q3	$625K	Sell	6,529 -1,337	-17%	-$123K	0.17%	82
2024 Q2	$728K	Buy	7,866 +2,687	+52%	+$232K	0.21%	73
2024 Q1	$437K	Buy	5,179 +2,924	+130%	+$235K	0.13%	95
2023 Q4	$169K	Sell	2,255 -235	-9%	-$16.7K	0.06%	118
2023 Q3	$170K	Buy	2,490 +2,431	+4,120%	+$172K	0.07%	128
2023 Q2	$4.16K	Buy	59 +43	+269%	+$2.84K	﹤0.01%	595
2023 Q1	$1.02K	Hold	16	–	–	﹤0.01%	621
2022 Q4	$936	Hold	16	–	–	﹤0.01%	605
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	583
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	560
2022 Q1	$1K	Buy	+16	New	+$1.2K	﹤0.01%	536

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

Oliver Lagore Vanvalin Investment Group's IVW Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2025: 6,061 shares worth $563K. The stake represents 0.22% of the portfolio and ranks #90 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IVW as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IVW in Q1 2022 and has held it in 13 quarters since. The position peaked at $728K in Q2 2024. 1,882 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 6,061 shares of iShares S&P 500 Growth ETF worth $563K as of Q2 2025.
iShares S&P 500 Growth ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares S&P 500 Growth ETF made up 0.22% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #90 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares S&P 500 Growth ETF position peaked at $728K in Q2 2024.
1,882 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.