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Park Square Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Park Square Financial 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
Q3 		– Sell
-511
Closed -$56.2K – 614
2025
Q2 		$56.2K Hold
511
– – 0.04% 280
2025
Q1 		$47.4K Sell
511
-1
-0.2% -$101 0.04% 272
2024
Q4 		$51.9K Buy
+512
New +$51.1K 0.04% 260

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Park Square Financial Group's IVW Position: Q3 2025 in Review

Park Square Financial Group sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 511 shares — an estimated $56.2K sold.

Park Square Financial Group first reported a position in IVW in Q4 2024 and held it in 3 quarters. The position peaked at $56.2K in Q2 2025. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Park Square Financial Group reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 511 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $56.2K.
  • Park Square Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's iShares S&P 500 Growth ETF position peaked at $56.2K in Q2 2025.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.