Richard W. Paul & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Richard W. Paul & Associates’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	-76	Closed	-$7.72K	–	427
2024 Q4	$7.72K	Hold	76	–	–	﹤0.01%	325
2024 Q3	$7.28K	Hold	76	–	–	﹤0.01%	330
2024 Q2	$7.03K	Hold	76	–	–	﹤0.01%	327
2024 Q1	$6.42K	Hold	76	–	–	﹤0.01%	342
2023 Q4	$5.71K	Hold	76	–	–	﹤0.01%	345
2023 Q3	$5.2K	Hold	76	–	–	﹤0.01%	336
2023 Q2	$5.36K	Hold	76	–	–	﹤0.01%	357
2023 Q1	$4.86K	Hold	76	–	–	﹤0.01%	376
2022 Q4	$4.45K	Buy	+76	New	+$4.56K	﹤0.01%	380

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Richard W. Paul & Associates's IVW Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 76 shares — an estimated $7.72K sold.

Richard W. Paul & Associates first reported a position in IVW in Q4 2022 and held it in 9 quarters. The position peaked at $7.72K in Q4 2024. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

Richard W. Paul & Associates reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 76 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $7.72K.
Richard W. Paul & Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's iShares S&P 500 Growth ETF position peaked at $7.72K in Q4 2024.
1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.