Seven Mile Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

Seven Mile Advisory’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	-6,464	Closed	-$780K	–	286
2025 Q3	$780K	Hold	6,464	–	–	0.13%	89
2025 Q2	$712K	Hold	6,464	–	–	0.43%	38
2025 Q1	$600K	Hold	6,464	–	–	0.4%	45
2024 Q4	$656K	Hold	6,464	–	–	0.42%	37
2024 Q3	$619K	Sell	6,464 -557	-8%	-$51.4K	0.41%	46
2024 Q2	$650K	Hold	7,021	–	–	0.48%	40
2024 Q1	$593K	Sell	7,021 -24	-0.3%	-$1.93K	0.45%	45
2023 Q4	$529K	Hold	7,045	–	–	0.46%	50
2023 Q3	$482K	Buy	+7,045	New	+$499K	0.51%	46

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Seven Mile Advisory's IVW Position: Q4 2025 in Review

Seven Mile Advisory sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 6,464 shares — an estimated $780K sold.

Seven Mile Advisory first reported a position in IVW in Q3 2023 and held it in 9 quarters. The position peaked at $780K in Q3 2025. 2,069 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

Seven Mile Advisory reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
Seven Mile Advisory sold 6,464 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $780K.
Seven Mile Advisory first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and held it in 9 quarters.
Seven Mile Advisory's iShares S&P 500 Growth ETF position peaked at $780K in Q3 2025.
2,069 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Seven Mile Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.