IVW — ISHARES S P 500 GROWTH ETF

Ownership history in Quantbot Technologies LP  ·  5 quarters on record

This page tracks every 13F SEC filing in which Quantbot Technologies LP reported a position in ISHARES S P 500 GROWTH 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
0.03% (2022 Q3)
Avg. % of fund
0.01%
First filed
2022 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,174 +572 +95.0% 0.00% $142K $120.49
2025 Q1 REDUCED 602 -2,460 -80.3% 0.00% $56K $92.44
2024 Q2 ADDED 3,062 +1,069 +53.6% 0.01% $283K $91.79
2022 Q4 REDUCED 1,993 -6,007 -75.1% 0.01% $117K $57.27
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% 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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