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

Semmax Financial 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 Q2	$1.32M	Sell	11,522 -2,452	-18%	-$243K	0.34%	83
2025 Q1	$1.36M	Buy	13,974 +567	+4%	+$57.2K	0.37%	81
2024 Q4	$1.43M	Buy	13,407 +1,451	+12%	+$145K	0.38%	77
2024 Q3	$1.21M	Buy	11,956 +83	+0.7%	+$7.66K	0.33%	81
2024 Q2	$1.07M	Buy	11,873 +5,117	+76%	+$441K	0.32%	83
2024 Q1	$573K	Buy	6,756 +5,783	+594%	+$465K	0.19%	98
2023 Q4	$78.4K	Buy	973 +868	+827%	+$61.8K	0.03%	128
2023 Q3	$7.43K	Buy	+105	New	+$7.43K	﹤0.01%	208

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

Semmax Financial Advisors's IVW Position: Q2 2025 in Review

Semmax Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 18% in Q2 2025, selling an estimated $243K and leaving 11,522 shares worth $1.32M. The position accounts for 0.34% of the portfolio, ranked #83.

Semmax Financial Advisors first reported a position in IVW in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.43M in Q4 2024. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

Semmax Financial Advisors held 11,522 shares of iShares S&P 500 Growth ETF worth $1.32M as of Q2 2025.
Semmax Financial Advisors sold 2,452 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $243K.
iShares S&P 500 Growth ETF made up 0.34% of Semmax Financial Advisors's portfolio in Q2 2025, its #83 holding.
Semmax Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 8 quarters since.
Semmax Financial Advisors's iShares S&P 500 Growth ETF position peaked at $1.43M in Q4 2024.
1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.