Transform Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $27.1M | Buy |
291,475
+82,770
| +40% | +$8.34M | 1.64% | 9 |
|
|
2024
Q4 | $21.2M | Buy |
208,705
+2,858
| +1% | +$285K | 1.18% | 15 |
|
|
2024
Q3 | $19.7M | Buy |
205,847
+209
| +0.1% | +$19.3K | 1.31% | 13 |
|
|
2024
Q2 | $19M | Sell |
205,638
-6,612
| -3% | -$570K | 1.43% | 16 |
|
|
2024
Q1 | $17.9M | Buy |
212,250
+4,615
| +2% | +$371K | 1.7% | 14 |
|
|
2023
Q4 | $15.6M | Sell |
207,635
-2,447
| -1% | -$174K | 1.52% | 13 |
|
|
2023
Q3 | $14.4M | Buy |
210,082
+4,639
| +2% | +$328K | 1.52% | 17 |
|
|
2023
Q2 | $14.5M | Buy |
205,443
+399
| +0.2% | +$26.4K | 1.3% | 20 |
|
|
2023
Q1 | $13.1M | Sell |
205,044
-4,690
| -2% | -$287K | 1.24% | 24 |
|
|
2022
Q4 | $12.3M | Sell |
209,734
-17,187
| -8% | -$1.03M | 1.38% | 20 |
|
|
2022
Q3 | $13.1M | Sell |
226,921
-13,642
| -6% | -$886K | 1.71% | 8 |
|
|
2022
Q2 | $14.5M | Buy |
240,563
+3,534
| +1% | +$234K | 2.16% | 7 |
|
|
2022
Q1 | $18.1M | Buy |
237,029
+174
| +0.1% | +$13.1K | 2.03% | 8 |
|
|
2021
Q4 | $19.8M | Buy |
236,855
+1,396
| +0.6% | +$112K | 2.07% | 7 |
|
|
2021
Q3 | $17.4M | Buy |
235,459
+1,351
| +0.6% | +$103K | 2% | 7 |
|
|
2021
Q2 | $17M | Buy |
234,108
+1,111
| +0.5% | +$76.9K | 2.08% | 5 |
|
|
2021
Q1 | $15.2M | Sell |
232,997
-8,051
| -3% | -$520K | 3.04% | 4 |
|
|
2020
Q4 | $15.4M | Sell |
241,048
-26,356
| -10% | -$1.6M | 3.22% | 3 |
|
|
2020
Q3 | $15.4M | Sell |
267,404
-3,676
| -1% | -$208K | 2.49% | 4 |
|
|
2020
Q2 | $14.1M | Sell |
271,080
-25,556
| -9% | -$1.23M | 2.41% | 6 |
|
|
2020
Q1 | $12.2M | Buy |
296,636
+5,472
| +2% | +$259K | 2.61% | 3 |
|
|
2019
Q4 | $14.1M | Buy |
291,164
+9,664
| +3% | +$448K | 2.24% | 5 |
|
|
2019
Q3 | $12.7M | Sell |
281,500
-332
| -0.1% | -$15K | 2.25% | 5 |
|
|
2019
Q2 | $12.6M | Buy |
281,832
+18,608
| +7% | +$818K | 1.86% | 10 |
|
|
2019
Q1 | $11.3M | Buy |
263,224
+12,572
| +5% | +$515K | 2.11% | 5 |
|
|
2018
Q4 | $9.44M | Buy |
250,652
+2,060
| +0.8% | +$83.4K | 1.94% | 7 |
|
|
2018
Q3 | $11M | Buy |
248,592
+14,188
| +6% | +$610K | 1.91% | 4 |
|
|
2018
Q2 | $9.53M | Sell |
234,404
-428
| -0.2% | -$17.2K | 1.72% | 6 |
|
|
2018
Q1 | $9.1M | Buy |
234,832
+2,832
| +1% | +$113K | 1.73% | 6 |
|
|
2017
Q4 | $8.86M | Buy |
232,000
+344
| +0.1% | +$12.9K | 1.63% | 5 |
|
|
2017
Q3 | $8.31M | Buy |
+231,656
| New | +$8.16M | 2.9% | 3 |
|
|
2017
Q2 | – | Sell |
-207,148
| Closed | -$6.81M | – | 88 |
|
|
2017
Q1 | $6.81M | Buy |
207,148
+13,496
| +7% | +$433K | 2.55% | 3 |
|
|
2016
Q4 | $5.9M | Buy |
193,652
+16,752
| +9% | +$506K | 2.34% | 5 |
|
|
2016
Q3 | $5.38M | Buy |
176,900
+12,400
| +8% | +$376K | 2.31% | 4 |
|
|
2016
Q2 | $4.79M | Buy |
+164,500
| New | +$4.77M | 2.02% | 5 |
|
Other funds holding IVW
Transform Wealth's IVW Position: Q1 2025 in Review
Transform Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 40% in Q1 2025, buying an estimated $8.34M and bringing the position to 291,475 shares worth $27.1M. The position accounts for 1.64% of the portfolio, ranked #9.
Transform Wealth first reported a position in IVW in Q2 2016 and has held it in 35 quarters since. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.
- Transform Wealth held 291,475 shares of iShares S&P 500 Growth ETF worth $27.1M as of Q1 2025.
- Transform Wealth bought 82,770 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $8.34M.
- iShares S&P 500 Growth ETF made up 1.64% of Transform Wealth's portfolio in Q1 2025, its #9 holding.
- Transform Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2016 and has held it in 35 quarters since.
- 1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.