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Wealth Dimensions Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wealth Dimensions 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
Q4 		– Sell
-1,682
Closed -$203K – 176
2025
Q3 		$203K Buy
+1,682
New +$193K 0.04% 173

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealth Dimensions Group's IVW Position: Q4 2025 in Review

Wealth Dimensions Group sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 1,682 shares — an estimated $203K sold.

Wealth Dimensions Group first reported a position in IVW in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 2,074 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

  • Wealth Dimensions Group reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Dimensions Group sold 1,682 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $203K.
  • Wealth Dimensions Group first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and held it in 1 quarter.
  • Wealth Dimensions Group's iShares S&P 500 Growth ETF position peaked at $203K in Q3 2025.
  • 2,074 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Wealth Dimensions Group's 13F filing for Q4 2025, filed 13 Feb 2026.