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Siligmueller & Norvid Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Siligmueller & Norvid Wealth 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
Q3 		$6.63M Buy
54,904
+43,470
+380% +$5M 2.98% 5
2025
Q2 		$1.28M Sell
11,434
-570
-5% -$56.4K 0.5% 37
2025
Q1 		$1.11M Sell
12,004
-530
-4% -$53.4K 0.47% 40
2024
Q4 		$1.27M Buy
+12,534
New +$1.25M 0.54% 36

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's IVW Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 380% in Q3 2025, buying an estimated $5M and bringing the position to 54,904 shares worth $6.63M. The position accounts for 2.98% of the portfolio, ranked #5.

Siligmueller & Norvid Wealth Advisors first reported a position in IVW in Q4 2024 and has held it in 4 quarters since. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 54,904 shares of iShares S&P 500 Growth ETF worth $6.63M as of Q3 2025.
  • Siligmueller & Norvid Wealth Advisors bought 43,470 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $5M.
  • iShares S&P 500 Growth ETF made up 2.98% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #5 holding.
  • Siligmueller & Norvid Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.