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POM Investment Strategies’s iShares S&P 500 Growth ETF IVW Stock Holding History

POM Investment Strategies’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
Q1 		– Sell
-457
Closed -$46.4K – 288
2024
Q4 		$46.4K Buy
457
+302
+195% +$30.1K 0.03% 79
2024
Q3 		$14.8K Sell
155
-2,150
-93% -$198K 0.01% 115
2024
Q2 		$213K Hold
2,305
– – 0.17% 31
2024
Q1 		$195K Hold
2,305
– – 0.16% 33
2023
Q4 		$173K Buy
+2,305
New +$164K 0.16% 36

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

POM Investment Strategies's IVW Position: Q1 2025 in Review

POM Investment Strategies sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 457 shares — an estimated $46.4K sold.

POM Investment Strategies first reported a position in IVW in Q4 2023 and held it in 5 quarters. The position peaked at $213K in Q2 2024. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

  • POM Investment Strategies reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • POM Investment Strategies sold 457 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $46.4K.
  • POM Investment Strategies first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and held it in 5 quarters.
  • POM Investment Strategies's iShares S&P 500 Growth ETF position peaked at $213K in Q2 2024.
  • 1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.