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

&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
2026 Q1	$49.3M	Buy	436,542 +4,706	+1%	+$566K	0.24%	84
2025 Q4	$53.3M	Buy	431,836 +30,981	+8%	+$3.79M	0.28%	75
2025 Q3	$48.4M	Buy	400,855 +54,282	+16%	+$6.24M	0.31%	65
2025 Q2	$38.2M	Buy	346,573 +132,045	+62%	+$13.1M	0.29%	73
2025 Q1	$19.8M	Sell	214,528 -13,104	-6%	-$1.32M	0.21%	103
2024 Q4	$23.5M	Buy	227,632 +45,259	+25%	+$4.52M	0.28%	77
2024 Q3	$17.6M	Buy	182,373 +78,964	+76%	+$7.29M	0.34%	68
2024 Q2	$9.57M	Buy	103,409 +86,941	+528%	+$7.5M	0.42%	58
2024 Q1	$1.39M	Buy	16,468 +8,544	+108%	+$686K	0.19%	104
2023 Q4	$582K	Buy	+7,924	New	+$564K	0.14%	140

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 $1.47T 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 $376B 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B 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