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Total Wealth Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Total Wealth Planning’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 		$250K Sell
2,028
-43,256
-96% -$5.29M 0.54% 35
2025
Q3 		$5.47M Sell
45,284
-3,465
-7% -$399K 0.63% 30
2025
Q2 		$5.37M Sell
48,749
-623
-1% -$61.7K 0.68% 29
2025
Q1 		$4.58M Sell
49,372
-2,081
-4% -$210K 0.7% 25
2024
Q4 		$5.22M Sell
51,453
-1,052
-2% -$105K 0.81% 24
2024
Q3 		$5.03M Sell
52,505
-2,165
-4% -$200K 0.78% 26
2024
Q2 		$5.25M Sell
54,670
-3,840
-7% -$331K 0.86% 26
2024
Q1 		$4.94M Sell
58,510
-7,326
-11% -$589K 0.85% 26
2023
Q4 		$4.94M Sell
65,836
-5,331
-7% -$379K 0.9% 26
2023
Q3 		$4.87M Sell
71,167
-1,665
-2% -$118K 0.99% 25
2023
Q2 		$5.13M Sell
72,832
-2,002
-3% -$132K 1.07% 24
2023
Q1 		$4.78M Buy
74,834
+813
+1% +$49.7K 1.05% 22
2022
Q4 		$4.33M Buy
74,021
+26,164
+55% +$1.57M 1.07% 23
2022
Q3 		$2.77M Sell
47,857
-184
-0.4% -$12K 0.79% 26
2022
Q2 		$2.9M Buy
48,041
+243
+0.5% +$16.1K 0.84% 24
2022
Q1 		$3.65M Buy
47,798
+31,913
+201% +$2.4M 0.99% 23
2021
Q4 		$2.74M Sell
15,885
-32,766
-67% -$2.64M 1.69% 16
2021
Q3 		$3.6M Sell
48,651
-1,790
-4% -$136K 1.3% 15
2021
Q2 		$3.67M Sell
50,441
-881
-2% -$61K 1.44% 14
2021
Q1 		$3.34M Buy
51,322
+137
+0.3% +$8.86K 1.42% 14
2020
Q4 		$3.27M Sell
51,185
-1,775
-3% -$108K 1.51% 14
2020
Q3 		$3.06M Sell
52,960
-5,536
-9% -$313K 1.59% 14
2020
Q2 		$3.03M Sell
58,496
-1,400
-2% -$67.1K 1.68% 14
2020
Q1 		$2.47M Buy
59,896
+2,024
+3% +$95.7K 1.61% 13
2019
Q4 		$2.8M Sell
57,872
-2,000
-3% -$92.7K 1.49% 16
2019
Q3 		$2.69M Sell
59,872
-112
-0.2% -$5.07K 1.53% 16
2019
Q2 		$2.69M Sell
59,984
-3,556
-6% -$156K 1.59% 15
2019
Q1 		$2.74M Sell
63,540
-1,376
-2% -$56.4K 1.69% 16
2018
Q4 		$2.44M Buy
+64,916
New +$2.63M 1.69% 15

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

Total Wealth Planning's IVW Position: Q4 2025 in Review

Total Wealth Planning reduced its iShares S&P 500 Growth ETF (IVW) stake by 96% in Q4 2025, selling an estimated $5.29M and leaving 2,028 shares worth $250K. The position accounts for 0.54% of the portfolio, ranked #35.

Total Wealth Planning first reported a position in IVW in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.47M in Q3 2025. 2,068 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

  • Total Wealth Planning held 2,028 shares of iShares S&P 500 Growth ETF worth $250K as of Q4 2025.
  • Total Wealth Planning sold 43,256 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $5.29M.
  • iShares S&P 500 Growth ETF made up 0.54% of Total Wealth Planning's portfolio in Q4 2025, its #35 holding.
  • Total Wealth Planning first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Total Wealth Planning's iShares S&P 500 Growth ETF position peaked at $5.47M in Q3 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.