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Rise Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Rise Advisors’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
Q4 		– Sell
-821
Closed -$99.1K – 761
2025
Q3 		$99.1K Buy
821
+1
+0.1% +$115 0.04% 161
2025
Q2 		$90.3K Buy
820
+1
+0.1% +$99 0.04% 164
2025
Q1 		$76K Buy
819
+1
+0.1% +$101 0.03% 178
2024
Q4 		$83K Buy
818
+1
+0.1% +$100 0.04% 155
2024
Q3 		$78.2K Buy
817
+1
+0.1% +$92 0.04% 166
2024
Q2 		$75.5K Buy
816
+1
+0.1% +$86 0.04% 176
2024
Q1 		$68.8K Buy
815
+1
+0.1% +$80 0.04% 183
2023
Q4 		$61.1K Buy
814
+5
+0.6% +$356 0.04% 137
2023
Q3 		$55.4K Sell
809
-263
-25% -$18.6K 0.04% 130
2023
Q2 		$75.6K Buy
1,072
+2
+0.2% +$132 0.06% 121
2023
Q1 		$68.4K Buy
1,070
+3
+0.3% +$183 0.05% 133
2022
Q4 		$62.4K Buy
1,067
+3
+0.3% +$180 0.05% 136
2022
Q3 		$62K Buy
1,064
+2
+0.2% +$130 0.05% 132
2022
Q2 		$64K Sell
1,062
-1,537
-59% -$102K 0.06% 122
2022
Q1 		$199K Buy
2,599
+4
+0.2% +$301 0.18% 68
2021
Q4 		$217K Buy
+2,595
New +$209K 0.21% 61

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Rise Advisors's IVW Position: Q4 2025 in Review

Rise Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 821 shares — an estimated $99.1K sold.

Rise Advisors first reported a position in IVW in Q4 2021 and held it in 16 quarters. The position peaked at $217K in Q4 2021. 2,074 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

  • Rise Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 821 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $99.1K.
  • Rise Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's iShares S&P 500 Growth ETF position peaked at $217K in Q4 2021.
  • 2,074 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.