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William Mack & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

William Mack & Associates’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
-3,482
Closed -$420K – 96
2025
Q3 		$420K Sell
3,482
-208
-6% -$23.9K 0.23% 48
2025
Q2 		$406K Hold
3,690
– – 0.26% 46
2025
Q1 		$343K Hold
3,690
– – 0.29% 47
2024
Q4 		$375K Buy
+3,690
New +$368K 0.39% 39

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

William Mack & Associates's IVW Position: Q4 2025 in Review

William Mack & Associates sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 3,482 shares — an estimated $420K sold.

William Mack & Associates first reported a position in IVW in Q4 2024 and held it in 4 quarters. The position peaked at $420K in Q3 2025. 2,074 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

  • William Mack & Associates reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • William Mack & Associates sold 3,482 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $420K.
  • William Mack & Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and held it in 4 quarters.
  • William Mack & Associates's iShares S&P 500 Growth ETF position peaked at $420K in Q3 2025.
  • 2,074 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on William Mack & Associates's 13F filing for Q4 2025, filed 9 Feb 2026.