Fsm Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Fsm Wealth Advisors, LLC

$690 Million
Q3 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 8,344 shares of IVW stock, worth $999,277. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,344

Previous 8,878 6.01%

Holding current value

$999,277

Previous $977,000 3.07%

% of portfolio

0.15%

Previous 0.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$108.97 - $121.65 $58,189 - $64,961	-534 Reduced 6.01%	8,344 $1.01 Million
Q1 2024 May 14, 2024	BUY	$72.87 - $85.14 $72 - $85	1 Added 0.01%	8,878 $749,000
Q4 2022 Jan 19, 2023	BUY	$56.73 - $63.56 $56 - $63	1 Added 0.01%	8,877 $0
Q3 2022 Oct 24, 2022	BUY	$57.85 - $71.43 $278,142 - $343,435	4,808 Added 118.19%	8,876 $514,000
Q2 2022 Aug 12, 2022	BUY	$58.13 - $77.8 $236,472 - $316,490	4,068 New	4,068 $279,000

Others Institutions Holding IVW

# of Institutions

2,101

Shares Held

423M

Call Options Held

246K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Fsm Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History