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Virtus Wealth Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Virtus Wealth Solutions’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
-3,050
Closed -$283K – 49
2025
Q1 		$283K Hold
3,050
– – 0.09% 35
2024
Q4 		$310K Buy
+3,050
New +$304K 0.07% 40

Other funds holding IVW

Envestnet Asset Management
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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

Virtus Wealth Solutions's IVW Position: Q2 2025 in Review

Virtus Wealth Solutions sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 3,050 shares — an estimated $283K sold.

Virtus Wealth Solutions first reported a position in IVW in Q4 2024 and held it in 2 quarters. The position peaked at $310K in Q4 2024. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • Virtus Wealth Solutions reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Virtus Wealth Solutions sold 3,050 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $283K.
  • Virtus Wealth Solutions first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and held it in 2 quarters.
  • Virtus Wealth Solutions's iShares S&P 500 Growth ETF position peaked at $310K in Q4 2024.
  • 1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Virtus Wealth Solutions's 13F filing for Q2 2025, filed 28 Jul 2025.