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

US 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 Q1	$381K	Hold	4,107	–	–	0.11%	63
2024 Q4	$417K	Buy	4,107 +1	+0%	+$100	0.13%	60
2024 Q3	$393K	Buy	4,106 +1	+0%	+$92	0.12%	62
2024 Q2	$380K	Sell	4,105 -29	-0.7%	-$2.5K	0.13%	60
2024 Q1	$349K	Sell	4,134 -349	-8%	-$28K	0.12%	57
2023 Q4	$337K	Sell	4,483 -117	-3%	-$8.33K	0.13%	57
2023 Q3	$315K	Hold	4,600	–	–	0.13%	59
2023 Q2	$324K	Sell	4,600 -364	-7%	-$24.1K	0.14%	56
2023 Q1	$317K	Sell	4,964 -106	-2%	-$6.48K	0.14%	58
2022 Q4	$297K	Sell	5,070 -3,680	-42%	-$221K	0.15%	58
2022 Q3	$506K	Sell	8,750 -666	-7%	-$43.3K	0.28%	34
2022 Q2	$568K	Buy	9,416 +83	+0.9%	+$5.49K	0.32%	31
2022 Q1	$713K	Sell	9,333 -2,763	-23%	-$208K	0.34%	29
2021 Q4	$1.01M	Buy	12,096 +93	+0.8%	+$7.49K	0.46%	25
2021 Q3	$887K	Sell	12,003 -1,841	-13%	-$140K	0.44%	27
2021 Q2	$1.01M	Sell	13,844 -17,412	-56%	-$1.21M	0.49%	27
2021 Q1	$2.04M	Sell	31,256 -89,329	-74%	-$5.77M	0.57%	39
2020 Q4	$7.7M	Buy	+120,585	New	+$7.31M	2.32%	15
2016 Q2	–	Sell	-2,768	Closed	-$80K	–	207
2016 Q1	$80K	Hold	2,768	–	–	0.14%	69
2015 Q4	$80K	Buy	2,768 +1,304	+89%	+$37.9K	0.08%	108
2015 Q3	$39K	Buy	1,464 +324	+28%	+$9.21K	0.06%	131
2015 Q2	$32K	Hold	1,140	–	–	0.03%	143
2015 Q1	$32K	Hold	1,140	–	–	0.03%	154
2014 Q4	$32K	Buy	+1,140	New	+$31.1K	0.03%	144

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

US Financial Advisors's IVW Position: Q1 2025 in Review

US Financial Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2025 at 4,107 shares worth $381K. The position accounts for 0.11% of the portfolio, ranked #63.

US Financial Advisors first reported a position in IVW in Q4 2014 and has held it in 24 quarters since. The position peaked at $7.7M in Q4 2020. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

US Financial Advisors held 4,107 shares of iShares S&P 500 Growth ETF worth $381K as of Q1 2025.
US Financial Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q1 2025.
iShares S&P 500 Growth ETF made up 0.11% of US Financial Advisors's portfolio in Q1 2025, its #63 holding.
US Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 24 quarters since.
US Financial Advisors's iShares S&P 500 Growth ETF position peaked at $7.7M in Q4 2020.
1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.