Vishria Bird Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Vishria Bird Financial Group’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 Q3	$479K	Hold	3,964	–	–	0.09%	67
2025 Q2	$436K	Hold	3,964	–	–	0.15%	61
2025 Q1	$368K	Hold	3,964	–	–	0.13%	63
2024 Q4	$402K	Hold	3,964	–	–	0.14%	59
2024 Q3	$380K	Hold	3,964	–	–	0.14%	62
2024 Q2	$367K	Hold	3,964	–	–	0.15%	52
2024 Q1	$335K	Hold	3,964	–	–	0.14%	53
2023 Q4	$298K	Hold	3,964	–	–	0.14%	52
2023 Q3	$271K	Hold	3,964	–	–	0.15%	48
2023 Q2	$279K	Hold	3,964	–	–	0.17%	48
2023 Q1	$253K	Sell	3,964 -251	-6%	-$15.3K	0.16%	47
2022 Q4	$247K	Hold	4,215	–	–	0.17%	52
2022 Q3	$244K	Hold	4,215	–	–	0.16%	48
2022 Q2	$254K	Sell	4,215 -1,670	-28%	-$111K	0.17%	47
2022 Q1	$449K	Hold	5,885	–	–	0.25%	37
2021 Q4	$492K	Hold	5,885	–	–	0.23%	41
2021 Q3	$435K	Hold	5,885	–	–	0.23%	41
2021 Q2	$428K	Hold	5,885	–	–	0.21%	42
2021 Q1	$383K	Sell	5,885 -231	-4%	-$14.9K	0.21%	39
2020 Q4	$390K	Hold	6,116	–	–	0.22%	36
2020 Q3	$353K	Hold	6,116	–	–	0.22%	33
2020 Q2	$317K	Hold	6,116	–	–	0.25%	29
2020 Q1	$252K	Hold	6,116	–	–	0.26%	35
2019 Q4	$296K	Hold	6,116	–	–	0.29%	32
2019 Q3	$275K	Hold	6,116	–	–	0.31%	36
2019 Q2	$274K	Hold	6,116	–	–	0.27%	40
2019 Q1	$264K	Hold	6,116	–	–	0.27%	43
2018 Q4	$230K	Hold	6,116	–	–	0.25%	42
2018 Q3	$271K	Hold	6,116	–	–	0.23%	39
2018 Q2	$249K	Buy	+6,116	New	+$246K	0.23%	41

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

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

Vishria Bird Financial Group's IVW Position: Q3 2025 in Review

Vishria Bird Financial Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2025 at 3,964 shares worth $479K. The position accounts for 0.09% of the portfolio, ranked #67.

Vishria Bird Financial Group first reported a position in IVW in Q2 2018 and has held it in 30 quarters since. The position peaked at $492K in Q4 2021. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

Vishria Bird Financial Group held 3,964 shares of iShares S&P 500 Growth ETF worth $479K as of Q3 2025.
Vishria Bird Financial Group left its iShares S&P 500 Growth ETF share count unchanged in Q3 2025.
iShares S&P 500 Growth ETF made up 0.09% of Vishria Bird Financial Group's portfolio in Q3 2025, its #67 holding.
Vishria Bird Financial Group first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and has held it in 30 quarters since.
Vishria Bird Financial Group's iShares S&P 500 Growth ETF position peaked at $492K in Q4 2021.
1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.