Palo Alto Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Palo Alto Wealth Advisors’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	$388K	Buy	+3,133	New	+$360K	0.11%	44

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

Palo Alto Wealth Advisors's IVW Position: Q3 2025 in Review

Palo Alto Wealth Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2025: 3,133 shares worth $388K. The stake represents 0.11% of the portfolio and ranks #44 among its holdings.

1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

Palo Alto Wealth Advisors held 3,133 shares of iShares S&P 500 Growth ETF worth $388K as of Q3 2025.
iShares S&P 500 Growth ETF was a new Palo Alto Wealth Advisors position in Q3 2025.
iShares S&P 500 Growth ETF made up 0.11% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #44 holding.
1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.