Wealth Advisors of Tampa Bay’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wealth Advisors of Tampa Bay’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	-865	Closed	-$80.3K	–	120
2025 Q1	$80.3K	Buy	+865	New	+$87.2K	0.03%	112
2022 Q2	–	Sell	-2,762	Closed	-$210K	–	101
2022 Q1	$210K	Hold	2,762	–	–	0.06%	102
2021 Q4	$231K	Buy	+2,762	New	+$223K	0.06%	106

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealth Advisors of Tampa Bay's IVW Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 865 shares — an estimated $80.3K sold.

Wealth Advisors of Tampa Bay first reported a position in IVW in Q4 2021 and held it in 3 quarters. The position peaked at $231K in Q4 2021. 1,882 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 865 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $80.3K.
Wealth Advisors of Tampa Bay first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 3 quarters.
Wealth Advisors of Tampa Bay's iShares S&P 500 Growth ETF position peaked at $231K in Q4 2021.
1,882 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.