Adg Wealth Management Group, LLC Ishares S&P 500 Growth ETF Transaction History

Adg Wealth Management Group, LLC

$132 Billion
Q4 2025

A detailed history of Adg Wealth Management Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 240,414 shares of IVW stock, worth $29.1 Million. This represents 22.45% of its overall portfolio holdings.

Number of Shares

240,414

Previous 241,164 0.31%

Holding current value

$29.1 Million

Previous $29.1 Billion 1.79%

% of portfolio

22.45%

Previous 23.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	SELL	$118.29 - $126.28 $88,717 - $94,710	-750 Reduced 0.31%	240,414 $29.6 Billion
Q3 2025 Oct 14, 2025	SELL	$108.97 - $121.65 $240,714 - $268,724	-2,209 Reduced 0.91%	241,164 $29.1 Billion
Q2 2025 Aug 05, 2025	BUY	$82.96 - $110.1 $3.11 Million - $4.13 Million	37,468 Added 18.2%	243,373 $26.8 Billion
Q1 2025 May 01, 2025	SELL	$92.45 - $106.69 $257,011 - $296,598	-2,780 Reduced 1.33%	205,905 $19.1 Billion
Q4 2024 Feb 05, 2025	BUY	$94.43 - $105.47 $19.7 Million - $22 Million	208,685 New	208,685 $21.2 Billion

Others Institutions Holding IVW

# of Institutions

2,187

Shares Held

421M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Adg Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adg Wealth Management Group, LLC with notifications on news.

Account

Adg Wealth Management Group, LLC Ishares S&P 500 Growth ETF Transaction History