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

Pinion Investment 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	-2,771	Closed	-$305K	–	175
2025 Q2	$305K	Sell	2,771 -4,044	-59%	-$400K	0.11%	130
2025 Q1	$633K	Sell	6,815 -1,733	-20%	-$175K	0.14%	84
2024 Q4	$868K	Sell	8,548 -4,727	-36%	-$472K	0.35%	54
2024 Q3	$1.27M	Buy	13,275 +9,884	+291%	+$913K	0.53%	33
2024 Q2	$314K	Buy	+3,391	New	+$292K	0.16%	114
2022 Q4	–	Sell	-9,019	Closed	-$522K	–	140
2022 Q3	$522K	Hold	9,019	–	–	0.46%	66
2022 Q2	$544K	Buy	+9,019	New	+$597K	0.45%	73

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Pinion Investment Advisors's IVW Position: Q3 2025 in Review

Pinion Investment Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 2,771 shares — an estimated $305K sold.

Pinion Investment Advisors first reported a position in IVW in Q2 2022 and held it in 7 quarters. The position peaked at $1.27M in Q3 2024. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

Pinion Investment Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
Pinion Investment Advisors sold 2,771 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $305K.
Pinion Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and held it in 7 quarters.
Pinion Investment Advisors's iShares S&P 500 Growth ETF position peaked at $1.27M in Q3 2024.
1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Pinion Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.