ORG Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

ORG Partners’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	$3.01M	Buy	24,400 +4,618	+23%	+$565K	0.53%	38
2025 Q3	$2.5M	Buy	19,782 +4,426	+29%	+$509K	0.45%	46
2025 Q2	$1.67M	Buy	15,356 +9,535	+164%	+$944K	0.36%	59
2025 Q1	$544K	Buy	5,821 +758	+15%	+$76.4K	0.13%	139
2024 Q4	$514K	Sell	5,063 -610	-11%	-$60.9K	0.07%	183
2024 Q3	$543K	Sell	5,673 -1,754	-24%	-$162K	0.09%	157
2024 Q2	$693K	Buy	+7,427	New	+$640K	0.09%	201
2024 Q1	–	Sell	-5,388	Closed	-$405K	–	800
2023 Q4	$405K	Buy	5,388 +3,005	+126%	+$214K	0.07%	197
2023 Q3	$163K	Sell	2,383 -2,926	-55%	-$207K	0.05%	316
2023 Q2	$374K	Buy	+5,309	New	+$351K	0.06%	270

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ORG Partners's IVW Position: Q4 2025 in Review

ORG Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 23% in Q4 2025, buying an estimated $565K and bringing the position to 24,400 shares worth $3.01M. The position accounts for 0.53% of the portfolio, ranked #38.

ORG Partners first reported a position in IVW in Q2 2023 and has held it in 10 quarters since. 2,068 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

ORG Partners held 24,400 shares of iShares S&P 500 Growth ETF worth $3.01M as of Q4 2025.
ORG Partners bought 4,618 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $565K.
iShares S&P 500 Growth ETF made up 0.53% of ORG Partners's portfolio in Q4 2025, its #38 holding.
ORG Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 10 quarters since.
2,068 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.