PCA Investment Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

PCA Investment Advisory Services’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 Q1	–	Sell	-4,133	Closed	-$420K	–	95
2024 Q4	$420K	Sell	4,133 -119	-3%	-$11.9K	0.19%	70
2024 Q3	$407K	Sell	4,252 -41	-1%	-$3.79K	0.19%	75
2024 Q2	$397K	Sell	4,293 -52	-1%	-$4.48K	0.21%	68
2024 Q1	$367K	Buy	4,345 +108	+3%	+$8.68K	0.21%	67
2023 Q4	$318K	Sell	4,237 -1,400	-25%	-$99.7K	0.21%	71
2023 Q3	$386K	Sell	5,637 -190	-3%	-$13.4K	0.28%	59
2023 Q2	$411K	Sell	5,827 -819	-12%	-$54.1K	0.25%	60
2023 Q1	$425K	Buy	+6,646	New	+$406K	0.3%	57

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCA Investment Advisory Services's IVW Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 4,133 shares — an estimated $420K sold.

PCA Investment Advisory Services first reported a position in IVW in Q1 2023 and held it in 8 quarters. The position peaked at $425K in Q1 2023. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

PCA Investment Advisory Services reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 4,133 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $420K.
PCA Investment Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and held it in 8 quarters.
PCA Investment Advisory Services's iShares S&P 500 Growth ETF position peaked at $425K in Q1 2023.
1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.