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

Win 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 Q4	–	Sell	-74,321	Closed	-$8.97M	–	86
2025 Q3	$8.97M	Sell	74,321 -2,127	-3%	-$245K	4.37%	9
2025 Q2	$8.42M	Sell	76,448 -5,465	-7%	-$541K	4.06%	10
2025 Q1	$7.6M	Sell	81,913 -2,565	-3%	-$259K	3.91%	12
2024 Q4	$8.58M	Buy	+84,478	New	+$8.43M	4.15%	12
2024 Q3	–	Sell	-48,564	Closed	-$4.49M	–	69
2024 Q2	$4.49M	Buy	+48,564	New	+$4.19M	2.01%	16
2023 Q4	–	Sell	-64,012	Closed	-$4.38M	–	70
2023 Q3	$4.38M	Buy	+64,012	New	+$4.53M	2.15%	14

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Win Advisors's IVW Position: Q4 2025 in Review

Win Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 74,321 shares — an estimated $8.97M sold.

Win Advisors first reported a position in IVW in Q3 2023 and held it in 6 quarters. The position peaked at $8.97M in Q3 2025. 2,075 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

Win Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
Win Advisors sold 74,321 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $8.97M.
Win Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and held it in 6 quarters.
Win Advisors's iShares S&P 500 Growth ETF position peaked at $8.97M in Q3 2025.
2,075 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Win Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.