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Priebe Wealth Holdings’s iShares S&P 500 Growth ETF IVW Stock Holding History

Priebe Wealth Holdings’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 		$670K Hold
6,088
– – 0.58% 33
2025
Q1 		$565K Sell
6,088
-680
-10% -$68.6K 0.35% 37
2024
Q4 		$687K Sell
6,768
-184
-3% -$18.4K 0.47% 31
2024
Q3 		$666K Sell
6,952
-587
-8% -$54.2K 0.48% 30
2024
Q2 		$698K Sell
7,539
-51
-0.7% -$4.4K 0.55% 25
2024
Q1 		$641K Sell
7,590
-285
-4% -$22.9K 0.5% 26
2023
Q4 		$591K Buy
+7,875
New +$561K 0.49% 30

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Priebe Wealth Holdings's IVW Position: Q2 2025 in Review

Priebe Wealth Holdings held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2025 at 6,088 shares worth $670K. The position accounts for 0.58% of the portfolio, ranked #33.

Priebe Wealth Holdings first reported a position in IVW in Q4 2023 and has held it in 7 quarters since. The position peaked at $698K in Q2 2024. 1,882 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • Priebe Wealth Holdings held 6,088 shares of iShares S&P 500 Growth ETF worth $670K as of Q2 2025.
  • Priebe Wealth Holdings left its iShares S&P 500 Growth ETF share count unchanged in Q2 2025.
  • iShares S&P 500 Growth ETF made up 0.58% of Priebe Wealth Holdings's portfolio in Q2 2025, its #33 holding.
  • Priebe Wealth Holdings first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 7 quarters since.
  • Priebe Wealth Holdings's iShares S&P 500 Growth ETF position peaked at $698K in Q2 2024.
  • 1,882 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.