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Stonegate Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stonegate Investment Group’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 		$222K Hold
1,838
– – 0.01% 377
2025
Q2 		$202K Buy
+1,838
New +$182K 0.01% 386

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

Stonegate Investment Group's IVW Position: Q3 2025 in Review

Stonegate Investment Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2025 at 1,838 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #377.

Stonegate Investment Group first reported a position in IVW in Q2 2025 and has held it in 2 quarters since. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Stonegate Investment Group held 1,838 shares of iShares S&P 500 Growth ETF worth $222K as of Q3 2025.
  • Stonegate Investment Group left its iShares S&P 500 Growth ETF share count unchanged in Q3 2025.
  • iShares S&P 500 Growth ETF made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #377 holding.
  • Stonegate Investment Group first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.