PA
IVW icon

Planning Alternatives’s iShares S&P 500 Growth ETF IVW Stock Holding History

Planning Alternatives’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
-2,063
Closed -$249K – 100
2025
Q3 		$249K Hold
2,063
– – 0.03% 78
2025
Q2 		$227K Buy
+2,063
New +$204K 0.03% 73
2025
Q1 		– Sell
-2,063
Closed -$209K – 77
2024
Q4 		$209K Buy
+2,063
New +$206K 0.03% 60

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Planning Alternatives's IVW Position: Q4 2025 in Review

Planning Alternatives sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 2,063 shares — an estimated $249K sold.

Planning Alternatives first reported a position in IVW in Q4 2024 and held it in 3 quarters. The position peaked at $249K in Q3 2025. 2,078 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

  • Planning Alternatives reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Planning Alternatives sold 2,063 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $249K.
  • Planning Alternatives first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and held it in 3 quarters.
  • Planning Alternatives's iShares S&P 500 Growth ETF position peaked at $249K in Q3 2025.
  • 2,078 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Planning Alternatives's 13F filing for Q4 2025, filed 6 Feb 2026.