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Uptown Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Uptown Financial Advisors’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 		– Sell
-2,430
Closed -$226K – 78
2025
Q1 		$226K Buy
+2,430
New +$245K 0.23% 64

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Uptown Financial Advisors's IVW Position: Q2 2025 in Review

Uptown Financial Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 2,430 shares — an estimated $226K sold.

Uptown Financial Advisors first reported a position in IVW in Q1 2025 and held it in 1 quarter. The position peaked at $226K in Q1 2025. 1,882 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • Uptown Financial Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Uptown Financial Advisors sold 2,430 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $226K.
  • Uptown Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and held it in 1 quarter.
  • Uptown Financial Advisors's iShares S&P 500 Growth ETF position peaked at $226K in Q1 2025.
  • 1,882 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Uptown Financial Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.