A detailed history of Base Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Base Wealth Management LLC holds 5,102 shares of IVW stock, worth $617,546. This represents 0.34% of its overall portfolio holdings.

Number of Shares
5,102
Previous 5,999 14.95%
Holding current value
$617,546
Previous $724 Million 13.16%
% of portfolio
0.34%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026

SELL
$118.29 - $126.28 $106,106 - $113,273
-897 Reduced 14.95%
5,102 $629 Million
Q3 2025

Oct 20, 2025

SELL
$108.97 - $121.65 $34,870 - $38,928
-320 Reduced 5.06%
5,999 $724 Million
Q2 2025

Sep 19, 2025

SELL
$82.96 - $110.1 $10,701 - $14,202
-129 Reduced 2.0%
6,319 $696 Million
Q1 2025

Sep 19, 2025

BUY
$92.45 - $106.69 $596,117 - $687,937
6,448 New
6,448 $599 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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