Tyler-Stone Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Tyler-Stone Wealth Management’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	$3.78M	Buy	34,297 +10	+0%	+$990	0.61%	36
2025 Q1	$3.18M	Buy	34,287 +11	+0%	+$1.11K	0.57%	39
2024 Q4	$3.48M	Sell	34,276 -47	-0.1%	-$4.69K	0.62%	37
2024 Q3	$3.29M	Buy	34,323 +16,869	+97%	+$1.56M	0.62%	34
2024 Q2	$1.62M	Sell	17,454 -132	-0.8%	-$11.4K	0.66%	34
2024 Q1	$1.48M	Buy	17,586 +3	+0%	+$241	0.66%	34
2023 Q4	$1.32M	Buy	17,583 +153	+0.9%	+$10.9K	0.66%	35
2023 Q3	$1.19M	Hold	17,430	–	–	0.68%	33
2023 Q2	$1.23M	Buy	+17,430	New	+$1.15M	0.69%	32
2022 Q4	$962K	Buy	16,437 +3,030	+23%	+$182K	0.65%	37
2022 Q3	$776K	Sell	13,407 -5,574	-29%	-$362K	0.59%	36
2022 Q2	$1.15M	Buy	18,981 +7,401	+64%	+$490K	0.76%	32
2022 Q1	$884K	Hold	11,580	–	–	0.49%	43
2021 Q4	$969K	Buy	+11,580	New	+$933K	0.51%	44

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

Tyler-Stone Wealth Management's IVW Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.03% in Q2 2025, buying an estimated $990 and bringing the position to 34,297 shares worth $3.78M. The position accounts for 0.61% of the portfolio, ranked #36.

Tyler-Stone Wealth Management first reported a position in IVW in Q4 2021 and has held it in 14 quarters since. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

Tyler-Stone Wealth Management held 34,297 shares of iShares S&P 500 Growth ETF worth $3.78M as of Q2 2025.
Tyler-Stone Wealth Management bought 10 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $990.
iShares S&P 500 Growth ETF made up 0.61% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #36 holding.
Tyler-Stone Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 14 quarters since.
1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.