Timonier Family Office’s iShares S&P 500 Growth ETF IVW Stock Holding History

Timonier Family Office’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 Q4	$682K	Hold	5,536	–	–	0.22%	33
2025 Q3	$668K	Hold	5,536	–	–	0.22%	32
2025 Q2	$610K	Hold	5,536	–	–	0.23%	32
2025 Q1	$514K	Hold	5,536	–	–	0.23%	35
2024 Q4	$562K	Buy	+5,536	New	+$552K	0.29%	35

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

Timonier Family Office's IVW Position: Q4 2025 in Review

Timonier Family Office held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2025 at 5,536 shares worth $682K. The position accounts for 0.22% of the portfolio, ranked #33.

Timonier Family Office first reported a position in IVW in Q4 2024 and has held it in 5 quarters since. 2,068 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

Timonier Family Office held 5,536 shares of iShares S&P 500 Growth ETF worth $682K as of Q4 2025.
Timonier Family Office left its iShares S&P 500 Growth ETF share count unchanged in Q4 2025.
iShares S&P 500 Growth ETF made up 0.22% of Timonier Family Office's portfolio in Q4 2025, its #33 holding.
Timonier Family Office first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 5 quarters since.
2,068 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Timonier Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.