IVW — ISHARES TR S&P 500 GRWT ETF

Ownership history in FIFTH THIRD SECURITIES, INC.  ·  19 quarters on record

This page tracks every 13F SEC filing in which FIFTH THIRD SECURITIES, INC. reported a position in ISHARES TR S&P 500 GRWT ETF (IVW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.45% (2019 Q1)
Avg. % of fund
1.18%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 136,512 +195 +0.1% 1.10% $16.8M $123.26
2025 Q3 REDUCED 136,317 -3,699 -2.6% 1.12% $16.5M $120.59
2025 Q2 REDUCED 140,016 -2,092 -1.5% 1.16% $15.4M $109.86
2025 Q1 ADDED 142,108 +11,733 +9.0% 1.11% $13.2M $92.52
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVW price (monthly, adj. close)

Other funds also holding IVW

As of 2025 Q4 — sorted by position size

Stegner Investment Associates Inc. 3Y 40.58% Foundation Wealth Management, LLC 3Y 27.31% ENCOMPASS WEALTH ADVISORS, LLC 3Y 15.68% hemming& Wealth Management, Inc. 15.49% LVZ, Inc. 3Y 7Y 14.05% FINANCIAL LIFE ADVISORS 3Y 7Y 13.52% INSTRUMENTAL WEALTH, LLC 13.37% Coastline Complete Wealth LLC 13.08% SOFI WEALTH, LLC 3Y 12.93% Gallagher Capital Advisors, LLC 12.77%
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