VFPW
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Vantage Financial Partners (Wisconsin)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$315K Sell
2,552
-4
-0.2% -$490 0.06% 158
2025
Q3 		$309K Buy
2,556
+62
+2% +$7.13K 0.07% 158
2025
Q2 		$275K Buy
2,494
+36
+1% +$3.56K 0.06% 162
2025
Q1 		$228K Sell
2,458
-87
-3% -$8.77K 0.06% 169
2024
Q4 		$258K Sell
2,545
-1,691
-40% -$169K 0.06% 148
2024
Q3 		$406K Buy
+4,236
New +$391K 0.1% 117

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s IVW Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.16% in Q4 2025, selling an estimated $490 and leaving 2,552 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #158.

Vantage Financial Partners (Wisconsin) first reported a position in IVW in Q3 2024 and has held it in 6 quarters since. The position peaked at $406K in Q3 2024. 2,068 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 2,552 shares of iShares S&P 500 Growth ETF worth $315K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 4 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $490.
  • iShares S&P 500 Growth ETF made up 0.06% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #158 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 6 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares S&P 500 Growth ETF position peaked at $406K in Q3 2024.
  • 2,068 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.