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Ruggaard & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ruggaard & 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
Q2 		– Sell
-4,059
Closed -$377K – 120
2025
Q1 		$377K Hold
4,059
– – 0.17% 79
2024
Q4 		$412K Hold
4,059
– – 0.18% 72
2024
Q3 		$389K Buy
4,059
+790
+24% +$72.9K 0.17% 79
2024
Q2 		$303K Hold
3,269
– – 0.14% 90
2024
Q1 		$276K Hold
3,269
– – 0.13% 96
2023
Q4 		$246K Hold
3,269
– – 0.13% 100
2023
Q3 		$224K Sell
3,269
-1,168
-26% -$82.7K 0.13% 99
2023
Q2 		$313K Hold
4,437
– – 0.18% 78
2023
Q1 		$283K Buy
+4,437
New +$271K 0.18% 82

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

Ruggaard & Associates's IVW Position: Q2 2025 in Review

Ruggaard & Associates sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 4,059 shares — an estimated $377K sold.

Ruggaard & Associates first reported a position in IVW in Q1 2023 and held it in 9 quarters. The position peaked at $412K in Q4 2024. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • Ruggaard & Associates reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Ruggaard & Associates sold 4,059 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $377K.
  • Ruggaard & Associates first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and held it in 9 quarters.
  • Ruggaard & Associates's iShares S&P 500 Growth ETF position peaked at $412K in Q4 2024.
  • 1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Ruggaard & Associates's 13F filing for Q2 2025, filed 14 Aug 2025.