IVW — ISHARES S&P 500 GROWTH ETF IV

Ownership history in PACK Private Wealth, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which PACK Private Wealth, LLC reported a position in ISHARES S&P 500 GROWTH ETF IV (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
1.26% (2021 Q4)
Avg. % of fund
0.99%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 16,203 -659 -3.9% 0.91% $2.0M $123.15
2025 Q3 REDUCED 16,862 -26 -0.2% 0.96% $2.0M $120.49
2025 Q2 REDUCED 16,888 -170 -1.0% 0.99% $1.9M $109.76
2025 Q1 UNCHANGED 17,058 — 0% 0.94% $1.6M $92.44
13 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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