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

Persium 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 Q4	–	Sell	-2,406	Closed	-$290K	–	66
2025 Q3	$290K	Hold	2,406	–	–	0.22%	54
2025 Q2	$265K	Hold	2,406	–	–	0.22%	53
2025 Q1	$223K	Hold	2,406	–	–	0.21%	53
2024 Q4	$244K	Buy	+2,406	New	+$240K	0.24%	54

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Persium Advisors's IVW Position: Q4 2025 in Review

Persium Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 2,406 shares — an estimated $290K sold.

Persium Advisors first reported a position in IVW in Q4 2024 and held it in 4 quarters. The position peaked at $290K in Q3 2025. 2,078 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

Persium Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
Persium Advisors sold 2,406 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $290K.
Persium Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and held it in 4 quarters.
Persium Advisors's iShares S&P 500 Growth ETF position peaked at $290K in Q3 2025.
2,078 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Persium Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.