Simplex Trading
IVW icon

Simplex Trading’s iShares S&P 500 Growth ETF IVW Stock Holding History

Simplex Trading’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
-1
Closed – – 9181
2025
Q1 		$0 Buy
+1
New +$101 ﹤0.01% 9044
2024
Q4 		– Sell
-4,555
Closed -$436K – 9064
2024
Q3 		$436K Sell
4,555
-19,400
-81% -$1.79M ﹤0.01% 3741
2024
Q2 		$2.22M Buy
23,955
+3,363
+16% +$290K ﹤0.01% 2101
2024
Q1 		$1.74M Buy
+20,592
New +$1.65M ﹤0.01% 2550
2022
Q4 		– Sell
-12,765
Closed -$738K – 9765
2022
Q3 		$738K Buy
12,765
+1,405
+12% +$91.3K ﹤0.01% 3011
2022
Q2 		$685K Sell
11,360
-9,399
-45% -$622K ﹤0.01% 3065
2022
Q1 		$1.58M Sell
20,759
-6,078
-23% -$457K ﹤0.01% 2347
2021
Q4 		$2.25M Buy
+26,837
New +$2.16M ﹤0.01% 1916
2020
Q4 		– Sell
-41,200
Closed -$2.38M – 8691
2020
Q3 		$2.38M Buy
+41,200
New +$2.33M ﹤0.01% 1390
2017
Q3 		– Sell
-37,084
Closed -$1.27M – 6226
2017
Q2 		$1.27M Buy
+37,084
New +$1.26M 0.06% 287
2016
Q3 		– Sell
-544
Closed -$15K – 6111
2016
Q2 		$15K Sell
544
-2,568
-83% -$74.5K ﹤0.01% 3163
2016
Q1 		$90K Buy
+3,112
New +$85.6K 0.01% 1446
2015
Q4 		– Sell
-5,208
Closed -$140K – 5734
2015
Q3 		$140K Buy
5,208
+4,980
+2,184% +$142K 0.01% 1143
2015
Q2 		$6K Sell
228
-13,712
-98% -$397K ﹤0.01% 3516
2015
Q1 		$397K Buy
13,940
+1,940
+16% +$55.1K 0.05% 399
2014
Q4 		$335K Buy
+12,000
New +$328K 0.04% 392

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Simplex Trading's IVW Position: Q2 2025 in Review

Simplex Trading sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 1 share.

Simplex Trading first reported a position in IVW in Q4 2014 and held it in 16 quarters. The position peaked at $2.38M in Q3 2020. 1,887 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • Simplex Trading reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Simplex Trading sold 1 iShares S&P 500 Growth ETF share in Q2 2025.
  • Simplex Trading first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and held it in 16 quarters.
  • Simplex Trading's iShares S&P 500 Growth ETF position peaked at $2.38M in Q3 2020.
  • 1,887 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.