Soundwatch Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Soundwatch Capital’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	–	Sell	-18,600	Closed	-$192K	–	88
2025 Q2	$192K	Buy	+18,600	New	+$1.84M	0.03%	138
2020 Q1	–	Sell	-6,096	Closed	-$295K	–	14
2019 Q4	$295K	Buy	+6,096	New	+$283K	0.13%	10

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

Soundwatch Capital's IVW Position: Q3 2025 in Review

Soundwatch Capital sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 18,600 shares — an estimated $192K sold.

Soundwatch Capital first reported a position in IVW in Q4 2019 and held it in 2 quarters. The position peaked at $295K in Q4 2019. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

Soundwatch Capital reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
Soundwatch Capital sold 18,600 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $192K.
Soundwatch Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 2 quarters.
Soundwatch Capital's iShares S&P 500 Growth ETF position peaked at $295K in Q4 2019.
1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Soundwatch Capital's 13F filing for Q3 2025, filed 5 Nov 2025.