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

Schechter Investment 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 Q1	$2.24M	Buy	24,088 +673	+3%	+$67.8K	0.18%	109
2024 Q4	$2.38M	Hold	23,415	–	–	0.18%	109
2024 Q3	$2.24M	Hold	23,415	–	–	0.17%	117
2024 Q2	$2.17M	Sell	23,415 -4,600	-16%	-$397K	0.16%	110
2024 Q1	$2.37M	Sell	28,015 -123	-0.4%	-$9.88K	0.18%	106
2023 Q4	$2.11M	Sell	28,138 -63	-0.2%	-$4.48K	0.18%	107
2023 Q3	$1.93M	Buy	28,201 +1,941	+7%	+$137K	0.19%	105
2023 Q2	$1.85M	Sell	26,260 -132	-0.5%	-$8.73K	0.17%	121
2023 Q1	$1.69M	Hold	26,392	–	–	0.16%	141
2022 Q4	$1.54M	Hold	26,392	–	–	0.14%	173
2022 Q3	$1.53M	Sell	26,392 -197	-0.7%	-$12.8K	0.15%	154
2022 Q2	$1.6M	Hold	26,589	–	–	0.16%	134
2022 Q1	$2.03M	Hold	26,589	–	–	0.19%	102
2021 Q4	$2.23M	Buy	+26,589	New	+$2.14M	0.2%	97

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

Schechter Investment Advisors's IVW Position: Q1 2025 in Review

Schechter Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 2.9% in Q1 2025, buying an estimated $67.8K and bringing the position to 24,088 shares worth $2.24M. The position accounts for 0.18% of the portfolio, ranked #109.

Schechter Investment Advisors first reported a position in IVW in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.38M in Q4 2024. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

Schechter Investment Advisors held 24,088 shares of iShares S&P 500 Growth ETF worth $2.24M as of Q1 2025.
Schechter Investment Advisors bought 673 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $67.8K.
iShares S&P 500 Growth ETF made up 0.18% of Schechter Investment Advisors's portfolio in Q1 2025, its #109 holding.
Schechter Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's iShares S&P 500 Growth ETF position peaked at $2.38M in Q4 2024.
1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.