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

Wealth Forward, LLC

$172 Billion
Q3 2025

A detailed history of Wealth Forward, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealth Forward, LLC holds 1,720 shares of IVW stock, worth $211,852. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,720

Holding current value

$211,852

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 06, 2025	BUY	$108.97 - $121.65 $187,428 - $209,238	1,720 New	1,720 $208 Million

Others Institutions Holding IVW

# of Institutions

2,153

Shares Held

422M

Call Options Held

246K

Put Options Held

101K

Envestnet Asset Management Inc

45.6M
Shares

$5.61 Billion
1.7% of portfolio
Jpmorgan Chase & CO New York, NY

41.3M
Shares

$5.09 Billion
0.33% of portfolio
Morgan Stanley New York, NY

34M
Shares

$4.19 Billion
0.25% of portfolio
Bank Of America Corp Charlotte, NC

18.7M
Shares

$2.3 Billion
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

18.6M
Shares

$2.29 Billion
0.72% of portfolio

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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