PFG Private Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

PFG Private Wealth Management’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	-3,161	Closed	-$382K	–	110
2025 Q3	$382K	Buy	+3,161	New	+$364K	0.17%	77
2024 Q1	–	Sell	-63	Closed	-$4.73K	–	232
2023 Q4	$4.73K	Sell	63 -50	-44%	-$3.56K	﹤0.01%	159
2023 Q3	$7.73K	Sell	113 -98	-46%	-$6.93K	0.01%	195
2023 Q2	$14.9K	Hold	211	–	–	0.01%	194
2023 Q1	$13.5K	Sell	211 -1,746	-89%	-$107K	0.01%	185
2022 Q4	$114K	Buy	1,957 +1,810	+1,231%	+$109K	0.07%	78
2022 Q3	$9K	Buy	147 +33	+29%	+$2.14K	0.01%	191
2022 Q2	$7K	Hold	114	–	–	﹤0.01%	209
2022 Q1	$9K	Hold	114	–	–	﹤0.01%	207
2021 Q4	$10K	Buy	114 +67	+143%	+$5.4K	0.01%	200
2021 Q3	$3K	Buy	+47	New	+$3.58K	﹤0.01%	249

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

PFG Private Wealth Management's IVW Position: Q4 2025 in Review

PFG Private Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 3,161 shares — an estimated $382K sold.

PFG Private Wealth Management first reported a position in IVW in Q3 2021 and held it in 11 quarters. The position peaked at $382K in Q3 2025. 2,078 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

PFG Private Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
PFG Private Wealth Management sold 3,161 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $382K.
PFG Private Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and held it in 11 quarters.
PFG Private Wealth Management's iShares S&P 500 Growth ETF position peaked at $382K in Q3 2025.
2,078 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.