Wealthstream Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wealthstream Advisors’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	$1.2M	Sell	9,938 -1,987	-17%	-$229K	0.18%	48
2025 Q2	$1.31M	Hold	11,925	–	–	0.22%	41
2025 Q1	$1.11M	Hold	11,925	–	–	0.21%	39
2024 Q4	$1.21M	Sell	11,925 -205	-2%	-$20.5K	0.22%	37
2024 Q3	$1.16M	Hold	12,130	–	–	0.21%	39
2024 Q2	$1.12M	Hold	12,130	–	–	0.41%	36
2024 Q1	$1.02M	Hold	12,130	–	–	0.39%	38
2023 Q4	$911K	Sell	12,130 -254	-2%	-$18.1K	0.38%	40
2023 Q3	$847K	Sell	12,384 -968	-7%	-$68.5K	0.44%	31
2023 Q2	$941K	Buy	+13,352	New	+$883K	0.49%	24

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

Wealthstream Advisors's IVW Position: Q3 2025 in Review

Wealthstream Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q3 2025, selling an estimated $229K and leaving 9,938 shares worth $1.2M. The position accounts for 0.18% of the portfolio, ranked #48.

Wealthstream Advisors first reported a position in IVW in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.31M in Q2 2025. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

Wealthstream Advisors held 9,938 shares of iShares S&P 500 Growth ETF worth $1.2M as of Q3 2025.
Wealthstream Advisors sold 1,987 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $229K.
iShares S&P 500 Growth ETF made up 0.18% of Wealthstream Advisors's portfolio in Q3 2025, its #48 holding.
Wealthstream Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 10 quarters since.
Wealthstream Advisors's iShares S&P 500 Growth ETF position peaked at $1.31M in Q2 2025.
1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.