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West Coast Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

West Coast Financial’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
-7,951
Closed -$738K – 73
2025
Q1 		$738K Sell
7,951
-783
-9% -$78.9K 0.08% 85
2024
Q4 		$887K Hold
8,734
– – 0.1% 79
2024
Q3 		$836K Buy
8,734
+155
+2% +$14.3K 0.09% 86
2024
Q2 		$794K Sell
8,579
-85
-1% -$7.33K 0.09% 83
2024
Q1 		$732K Hold
8,664
– – 0.09% 84
2023
Q4 		$651K Sell
8,664
-103
-1% -$7.33K 0.09% 86
2023
Q3 		$600K Sell
8,767
-430
-5% -$30.4K 0.09% 89
2023
Q2 		$648K Sell
9,197
-658
-7% -$43.5K 0.09% 87
2023
Q1 		$630K Sell
9,855
-215
-2% -$13.1K 0.1% 83
2022
Q4 		$589K Sell
10,070
-936
-9% -$56.2K 0.1% 81
2022
Q3 		$637K Sell
11,006
-450
-4% -$29.2K 0.12% 76
2022
Q2 		$691K Sell
11,456
-3,780
-25% -$250K 0.12% 71
2022
Q1 		$1.16M Hold
15,236
– – 0.18% 68
2021
Q4 		$1.27M Sell
15,236
-52
-0.3% -$4.19K 0.18% 68
2021
Q3 		$1.13M Hold
15,288
– – 0.18% 71
2021
Q2 		$1.11M Hold
15,288
– – 0.18% 71
2021
Q1 		$995K Hold
15,288
– – 0.17% 70
2020
Q4 		$976K Buy
15,288
+844
+6% +$51.2K 0.19% 65
2020
Q3 		$834K Hold
14,444
– – 0.19% 67
2020
Q2 		$749K Sell
14,444
-2,680
-16% -$128K 0.18% 65
2020
Q1 		$707K Sell
17,124
-36
-0.2% -$1.7K 0.19% 62
2019
Q4 		$831K Sell
17,160
-1,320
-7% -$61.2K 0.18% 66
2019
Q3 		$832K Buy
18,480
+496
+3% +$22.4K 0.19% 69
2019
Q2 		$806K Hold
17,984
– – 0.18% 70
2019
Q1 		$775K Buy
17,984
+12,376
+221% +$507K 0.18% 74
2018
Q4 		$211K Buy
+5,608
New +$227K 0.06% 103

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 $1.56T 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 $445B AUM 25.58% 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

West Coast Financial's IVW Position: Q2 2025 in Review

West Coast Financial sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 7,951 shares — an estimated $738K sold.

West Coast Financial first reported a position in IVW in Q4 2018 and held it in 26 quarters. The position peaked at $1.27M in Q4 2021. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • West Coast Financial reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 7,951 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $738K.
  • West Coast Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and held it in 26 quarters.
  • West Coast Financial's iShares S&P 500 Growth ETF position peaked at $1.27M in Q4 2021.
  • 1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.