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

Proficio Capital 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
Q3 		– Sell
-1,590,498
Closed -$2.29M – 327
2025
Q2 		$2.29M Buy
+1,590,498
New +$157M 0.14% 91
2024
Q3 		– Sell
-6,756
Closed -$625K – 313
2024
Q2 		$625K Buy
+6,756
New +$582K 0.07% 150

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

Proficio Capital Partners's IVW Position: Q3 2025 in Review

Proficio Capital Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 1,590,498 shares — an estimated $2.29M sold.

Proficio Capital Partners first reported a position in IVW in Q2 2024 and held it in 2 quarters. The position peaked at $2.29M in Q2 2025. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Proficio Capital Partners reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Proficio Capital Partners sold 1,590,498 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $2.29M.
  • Proficio Capital Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and held it in 2 quarters.
  • Proficio Capital Partners's iShares S&P 500 Growth ETF position peaked at $2.29M in Q2 2025.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Proficio Capital Partners's 13F filing for Q3 2025, filed 12 Nov 2025.