Francis Financial, Inc. Ishares S&P 500 Growth ETF Transaction History

Francis Financial, Inc.

$411 Million
Q3 2025

A detailed history of Francis Financial, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Francis Financial, Inc. holds 4,757 shares of IVW stock, worth $575,787. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,757

Previous 4,717 0.85%

Holding current value

$575,787

Previous $519,000 10.6%

% of portfolio

0.14%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$108.97 - $121.65 $4,358 - $4,866	40 Added 0.85%	4,757 $574,000
Q1 2025 May 12, 2025	SELL	$92.45 - $106.69 $43,266 - $49,930	-468 Reduced 9.03%	4,717 $437,000
Q4 2024 Feb 14, 2025	SELL	$94.43 - $105.47 $3,777 - $4,218	-40 Reduced 0.77%	5,185 $526,000
Q2 2024 Jul 12, 2024	BUY	$79.31 - $93.31 $25,061 - $29,485	316 Added 6.44%	5,225 $483,000
Q1 2024 Apr 17, 2024	BUY	$72.87 - $85.14 $158,055 - $184,668	2,169 Added 79.16%	4,909 $414,000

Q4 2023 Jan 18, 2024	BUY	$65.78 - $75.4 $180,237 - $206,596	2,740 New	2,740 $205,000

Others Institutions Holding IVW

# of Institutions

2,174

Shares Held

420M

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

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Francis Financial, Inc. Ishares S&P 500 Growth ETF Transaction History