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

Pineridge 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
Q3 		– Sell
-1,088
Closed -$120K – 516
2025
Q2 		$120K Buy
1,088
+1,058
+3,527% +$105K 0.04% 69
2025
Q1 		$2.79K Sell
30
-15
-33% -$1.51K ﹤0.01% 381
2024
Q4 		$4.57K Hold
45
– – ﹤0.01% 393
2024
Q3 		$4.31K Buy
+45
New +$4.16K ﹤0.01% 365

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

Pineridge Advisors's IVW Position: Q3 2025 in Review

Pineridge Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 1,088 shares — an estimated $120K sold.

Pineridge Advisors first reported a position in IVW in Q3 2024 and held it in 4 quarters. The position peaked at $120K in Q2 2025. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Pineridge Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Pineridge Advisors sold 1,088 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $120K.
  • Pineridge Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and held it in 4 quarters.
  • Pineridge Advisors's iShares S&P 500 Growth ETF position peaked at $120K in Q2 2025.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.