Strategic Financial Concepts’s iShares S&P 500 Growth ETF IVW Stock Holding History

Strategic Financial Concepts’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	-3,946	Closed	-$434K	–	295
2025 Q2	$434K	Sell	3,946 -727	-16%	-$72K	0.06%	156
2025 Q1	$434K	Sell	4,673 -41	-0.9%	-$4.13K	0.08%	195
2024 Q4	$479K	Buy	4,714 +525	+13%	+$52.4K	0.09%	182
2024 Q3	$401K	Sell	4,189 -347,008	-99%	-$32M	0.13%	147
2024 Q2	$26K	Buy	351,197 +347,407	+9,166%	+$30M	0.02%	305
2024 Q1	$320K	Buy	+3,790	New	+$304K	0.08%	217
2023 Q4	–	Sell	-3,904	Closed	-$267K	–	198
2023 Q3	$267K	Buy	3,904 +117	+3%	+$8.28K	0.09%	202
2023 Q2	$267K	Buy	3,787 +1	+0%	+$66	0.1%	186
2023 Q1	$242K	Buy	+3,786	New	+$231K	0.1%	187

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

Strategic Financial Concepts's IVW Position: Q3 2025 in Review

Strategic Financial Concepts sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 3,946 shares — an estimated $434K sold.

Strategic Financial Concepts first reported a position in IVW in Q1 2023 and held it in 9 quarters. The position peaked at $479K in Q4 2024. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

Strategic Financial Concepts reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
Strategic Financial Concepts sold 3,946 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $434K.
Strategic Financial Concepts first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and held it in 9 quarters.
Strategic Financial Concepts's iShares S&P 500 Growth ETF position peaked at $479K in Q4 2024.
1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.