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Thoroughbred Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Thoroughbred Financial Services’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
Q1 		– Sell
-1,998
Closed -$202K – 707
2024
Q4 		$202K Buy
+1,998
New +$199K 0.01% 656
2022
Q1 		– Sell
-2,504
Closed -$209K – 373
2021
Q4 		$209K Sell
2,504
-243
-9% -$19.6K 0.04% 321
2021
Q3 		$203K Sell
2,747
-345
-11% -$26.3K 0.05% 311
2021
Q2 		$225K Hold
3,092
– – 0.06% 279
2021
Q1 		$201K Buy
+3,092
New +$200K 0.06% 266

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

Thoroughbred Financial Services's IVW Position: Q1 2025 in Review

Thoroughbred Financial Services sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 1,998 shares — an estimated $202K sold.

Thoroughbred Financial Services first reported a position in IVW in Q1 2021 and held it in 5 quarters. The position peaked at $225K in Q2 2021. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

  • Thoroughbred Financial Services reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 1,998 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $202K.
  • Thoroughbred Financial Services first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and held it in 5 quarters.
  • Thoroughbred Financial Services's iShares S&P 500 Growth ETF position peaked at $225K in Q2 2021.
  • 1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Thoroughbred Financial Services's 13F filing for Q1 2025, filed 9 May 2025.