Cfm Wealth Partners LLC Ishares S&P 500 Growth ETF Transaction History

Cfm Wealth Partners LLC

$699 Million
Q4 2025

A detailed history of Cfm Wealth Partners LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 11,022 shares of IVW stock, worth $1.33 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

11,022

Previous 11,523 4.35%

Holding current value

$1.33 Million

Previous $1.39 Million 4.1%

% of portfolio

0.19%

Previous 0.2%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	SELL	$118.29 - $126.28 $59,263 - $63,266	-501 Reduced 4.35%	11,022 $1.33 Million
Q3 2025 Nov 03, 2025	SELL	$108.97 - $121.65 $8,281 - $9,245	-76 Reduced 0.66%	11,523 $1.39 Million
Q2 2025 Jul 23, 2025	SELL	$82.96 - $110.1 $18,251 - $24,222	-220 Reduced 1.86%	11,599 $1.28 Million
Q1 2025 Apr 24, 2025	SELL	$92.45 - $106.69 $2,403 - $2,773	-26 Reduced 0.22%	11,819 $1.1 Million
Q4 2024 Jan 24, 2025	BUY	$94.43 - $105.47 $69,028 - $77,098	731 Added 6.58%	11,845 $1.2 Million

Q3 2024 Oct 23, 2024	BUY	$84.77 - $97.13 $53,659 - $61,483	633 Added 6.04%	11,114 $1.06 Million
Q3 2024 Oct 15, 2024	SELL	$84.77 - $97.13 $26,448 - $30,304	-312 Reduced 2.89%	10,481 $1 Million
Q2 2024 Jul 18, 2024	BUY	$79.31 - $93.31 $24,744 - $29,112	312 Added 2.98%	10,793 $998,000
Q1 2024 Apr 15, 2024	SELL	$72.87 - $85.14 $21,569 - $25,201	-296 Reduced 2.75%	10,481 $885,000
Q4 2023 Jan 11, 2024	BUY	$65.78 - $75.4 $16,576 - $19,000	252 Added 2.39%	10,777 $809,000
Q3 2023 Oct 11, 2023	SELL	$68.05 - $72.66 $38,448 - $41,052	-565 Reduced 5.09%	10,525 $720,000
Q2 2023 Jul 14, 2023	BUY	$63.21 - $70.48 $16,940 - $18,888	268 Added 2.48%	11,090 $781,000
Q1 2023 Apr 12, 2023	BUY	$57.25 - $63.89 $619,559 - $691,417	10,822 New	10,822 $691,000
Q4 2022 Jan 19, 2023	SELL	$56.73 - $63.56 $11,856 - $13,284	-209 Reduced 1.58%	12,988 $760 Million
Q3 2022 Oct 17, 2022	BUY	$57.85 - $71.43 $238,804 - $294,863	4,128 Added 45.52%	13,197 $763,000
Q2 2022 Jul 12, 2022	BUY	$58.13 - $77.8 $527,180 - $705,568	9,069 New	9,069 $547,000
Q3 2020 Nov 10, 2020	SELL	$52.42 - $62.43 $16,197 - $19,290	-309 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$39.5 - $52.48 $6,557 - $8,711	-166 Reduced 34.95%	309 $64,000
Q4 2019 Jan 30, 2020	BUY	$43.72 - $48.62 $20,767 - $23,094	475 New	475 $96,000

Others Institutions Holding IVW

# of Institutions

2,192

Shares Held

421M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
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Industry ETFs

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Cfm Wealth Partners LLC Ishares S&P 500 Growth ETF Transaction History