VDI
IVW icon

Vaughan David Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

Vaughan David Investments’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
2026
Q1 		– Sell
-2,506
Closed -$309K – 237
2025
Q4 		$309K Hold
2,506
– – 0.01% 198
2025
Q3 		$303K Hold
2,506
– – 0.01% 199
2025
Q2 		$276K Hold
2,506
– – 0.01% 202
2025
Q1 		$233K Sell
2,506
-500
-17% -$50.4K 0.01% 200
2024
Q4 		$305K Hold
3,006
– – 0.01% 179
2024
Q3 		$288K Hold
3,006
– – 0.01% 187
2024
Q2 		$278K Sell
3,006
-551
-15% -$47.5K 0.01% 183
2024
Q1 		$300K Sell
3,557
-1,133
-24% -$91K 0.01% 187
2023
Q4 		$352K Buy
+4,690
New +$334K 0.01% 168

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 $1.47T 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 $376B 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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