Spectrum Wealth Counsel’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Spectrum Wealth Counsel's IVW Position: Q1 2025 in Review
Spectrum Wealth Counsel increased its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q1 2025, buying an estimated $114K and bringing the position to 87,279 shares worth $8.1M. The position accounts for 0.97% of the portfolio, ranked #35.
Spectrum Wealth Counsel first reported a position in IVW in Q4 2023 and has held it in 6 quarters since. The position peaked at $8.85M in Q3 2024. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.
- Spectrum Wealth Counsel held 87,279 shares of iShares S&P 500 Growth ETF worth $8.1M as of Q1 2025.
- Spectrum Wealth Counsel bought 1,131 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $114K.
- iShares S&P 500 Growth ETF made up 0.97% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #35 holding.
- Spectrum Wealth Counsel first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 6 quarters since.
- Spectrum Wealth Counsel's iShares S&P 500 Growth ETF position peaked at $8.85M in Q3 2024.
- 1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.
Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.