Strategic Investment Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Strategic Investment Solutions’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	-1,805	Closed	-$168K	–	646
2025 Q1	$168K	Hold	1,805	–	–	0.05%	116
2024 Q4	$183K	Hold	1,805	–	–	0.06%	105
2024 Q3	$173K	Hold	1,805	–	–	0.05%	103
2024 Q2	$165K	Buy	+1,805	New	+$156K	0.05%	103
2023 Q4	$136K	Sell	1,805 -111,910	-98%	-$7.97M	0.02%	261
2023 Q3	$8.05M	Buy	113,715 +111,910	+6,200%	+$7.92M	0.1%	109
2023 Q2	$121K	Sell	1,805 -1,779	-50%	-$118K	0.02%	194
2023 Q1	$229K	Hold	3,584	–	–	0.04%	169
2022 Q4	$227K	Buy	+3,584	New	+$215K	0.11%	87

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Investment Solutions's IVW Position: Q2 2025 in Review

Strategic Investment Solutions sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 1,805 shares — an estimated $168K sold.

Strategic Investment Solutions first reported a position in IVW in Q4 2022 and held it in 9 quarters. The position peaked at $8.05M in Q3 2023. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

Strategic Investment Solutions reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
Strategic Investment Solutions sold 1,805 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $168K.
Strategic Investment Solutions first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 9 quarters.
Strategic Investment Solutions's iShares S&P 500 Growth ETF position peaked at $8.05M in Q3 2023.
1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Strategic Investment Solutions's 13F filing for Q2 2025, filed 16 Jul 2025.