Vertex Planning Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Vertex Planning Partners’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	–	Sell	-88,005	Closed	-$10.6M	–	162
2025 Q3	$10.6M	Sell	88,005 -934	-1%	-$107K	2.04%	11
2025 Q2	$9.79M	Sell	88,939 -18,696	-17%	-$1.85M	2.04%	12
2025 Q1	$9.99M	Buy	107,635 +3,380	+3%	+$341K	2.18%	10
2024 Q4	$10.6M	Sell	104,255 -2,290	-2%	-$228K	2.34%	10
2024 Q3	$10.2M	Sell	106,545 -1,651	-2%	-$152K	2.44%	9
2024 Q2	$10M	Buy	108,196 +50,274	+87%	+$4.33M	2.6%	9
2024 Q1	$4.89M	Buy	57,922 +44,764	+340%	+$3.6M	1.35%	14
2023 Q4	$988K	Buy	13,158 +636	+5%	+$45.3K	0.29%	43
2023 Q3	$857K	Buy	12,522 +6,002	+92%	+$425K	0.29%	44
2023 Q2	$460K	Sell	6,520 -53	-0.8%	-$3.5K	0.16%	72
2023 Q1	$420K	Sell	6,573 -920	-12%	-$56.2K	0.16%	68
2022 Q4	$438K	Buy	+7,493	New	+$450K	0.17%	75

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vertex Planning Partners's IVW Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 88,005 shares — an estimated $10.6M sold.

Vertex Planning Partners first reported a position in IVW in Q4 2022 and held it in 12 quarters. The position peaked at $10.6M in Q3 2025. 2,074 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

Vertex Planning Partners reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 88,005 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $10.6M.
Vertex Planning Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's iShares S&P 500 Growth ETF position peaked at $10.6M in Q3 2025.
2,074 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.