UIM
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Unified Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Unified Investment 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
Q1 		– Sell
-2,000
Closed -$203K – 119
2024
Q4 		$203K Buy
+2,000
New +$200K 0.23% 108

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

Unified Investment Management's IVW Position: Q1 2025 in Review

Unified Investment Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 2,000 shares — an estimated $203K sold.

Unified Investment Management first reported a position in IVW in Q4 2024 and held it in 1 quarter. The position peaked at $203K in Q4 2024. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

  • Unified Investment Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Unified Investment Management sold 2,000 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $203K.
  • Unified Investment Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and held it in 1 quarter.
  • Unified Investment Management's iShares S&P 500 Growth ETF position peaked at $203K in Q4 2024.
  • 1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Unified Investment Management's 13F filing for Q1 2025, filed 25 Apr 2025.