PrairieView Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

PrairieView Partners’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 Q2	$48K	Hold	444	–	–	﹤0.01%	191
2025 Q1	$41K	Hold	444	–	–	﹤0.01%	202
2024 Q4	$45K	Hold	444	–	–	﹤0.01%	204
2024 Q3	$42K	Hold	444	–	–	﹤0.01%	207
2024 Q2	$41K	Hold	444	–	–	﹤0.01%	218
2024 Q1	$38K	Hold	444	–	–	﹤0.01%	202
2023 Q4	$33K	Hold	444	–	–	﹤0.01%	204
2023 Q3	$30K	Hold	444	–	–	﹤0.01%	208
2023 Q2	$31K	Hold	444	–	–	﹤0.01%	234
2023 Q1	$28K	Hold	444	–	–	﹤0.01%	228
2022 Q4	$25K	Hold	444	–	–	﹤0.01%	241
2022 Q3	$26K	Hold	444	–	–	﹤0.01%	230
2022 Q2	$27K	Sell	444 -75	-14%	-$4.96K	﹤0.01%	242
2022 Q1	$40K	Hold	519	–	–	0.01%	224
2021 Q4	$43K	Hold	519	–	–	0.01%	228
2021 Q3	$38K	Hold	519	–	–	0.01%	193
2021 Q2	$38K	Sell	519 -153	-23%	-$10.6K	0.01%	192
2021 Q1	$44K	Hold	672	–	–	0.01%	178
2020 Q4	$43K	Sell	672 -12	-2%	-$728	0.01%	167
2020 Q3	$40K	Hold	684	–	–	0.01%	160
2020 Q2	$35K	Hold	684	–	–	0.01%	162
2020 Q1	$28K	Buy	+684	New	+$32.3K	0.01%	165

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

PrairieView Partners's IVW Position: Q2 2025 in Review

PrairieView Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2025 at 444 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

PrairieView Partners first reported a position in IVW in Q1 2020 and has held it in 22 quarters since. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

PrairieView Partners held 444 shares of iShares S&P 500 Growth ETF worth $48K as of Q2 2025.
PrairieView Partners left its iShares S&P 500 Growth ETF share count unchanged in Q2 2025.
iShares S&P 500 Growth ETF made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #191 holding.
PrairieView Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 22 quarters since.
1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.