Ruedi Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ruedi Wealth Management’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	–	Sell	-643	Closed	-$59.7K	–	192
2025 Q1	$59.7K	Hold	643	–	–	0.02%	82
2024 Q4	$65.3K	Hold	643	–	–	0.02%	78
2024 Q3	$61.6K	Hold	643	–	–	0.02%	81
2024 Q2	$59.5K	Hold	643	–	–	0.02%	77
2024 Q1	$54.3K	Hold	643	–	–	0.02%	81
2023 Q4	$48.3K	Buy	643 +599	+1,361%	+$42.6K	0.02%	83
2023 Q3	$3.01K	Hold	44	–	–	﹤0.01%	172
2023 Q2	$3.1K	Hold	44	–	–	﹤0.01%	176
2023 Q1	$2.81K	Hold	44	–	–	﹤0.01%	213
2022 Q4	$2.57K	Buy	+44	New	+$2.64K	﹤0.01%	203

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

Ruedi Wealth Management's IVW Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 643 shares — an estimated $59.7K sold.

Ruedi Wealth Management first reported a position in IVW in Q4 2022 and held it in 10 quarters. The position peaked at $65.3K in Q4 2024. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

Ruedi Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 643 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $59.7K.
Ruedi Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's iShares S&P 500 Growth ETF position peaked at $65.3K in Q4 2024.
1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

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