Yousif Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Yousif Capital Management’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	-2,750	Closed	-$255K	–	1919
2025 Q1	$255K	Sell	2,750 -2,695	-49%	-$272K	﹤0.01%	1714
2024 Q4	$553K	Buy	5,445 +1,165	+27%	+$116K	0.01%	1437
2024 Q3	$410K	Buy	+4,280	New	+$395K	﹤0.01%	1587
2023 Q4	–	Sell	-3,020	Closed	-$207K	–	1996
2023 Q3	$207K	Buy	+3,020	New	+$214K	﹤0.01%	1848
2023 Q1	–	Sell	-6,815	Closed	-$399K	–	1974
2022 Q4	$399K	Buy	+6,815	New	+$409K	0.01%	1587
2022 Q3	–	Sell	-4,219	Closed	-$255K	–	1972
2022 Q2	$255K	Sell	4,219 -3,900	-48%	-$258K	﹤0.01%	1775
2022 Q1	$620K	Sell	8,119 -64,170	-89%	-$4.82M	0.01%	1554
2021 Q4	$6.05M	Buy	+72,289	New	+$5.82M	0.06%	309

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Yousif Capital Management's IVW Position: Q2 2025 in Review

Yousif Capital Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 2,750 shares — an estimated $255K sold.

Yousif Capital Management first reported a position in IVW in Q4 2021 and held it in 8 quarters. The position peaked at $6.05M in Q4 2021. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

Yousif Capital Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
Yousif Capital Management sold 2,750 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $255K.
Yousif Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 8 quarters.
Yousif Capital Management's iShares S&P 500 Growth ETF position peaked at $6.05M in Q4 2021.
1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Yousif Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.