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

Iams Wealth Management, LLC

$249 Billion
Q3 2025

A detailed history of Iams Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 10,351 shares of IVW stock, worth $1.25 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

10,351

Previous 13,879 25.42%

Holding current value

$1.25 Million

Previous $1.53 Billion 18.22%

% of portfolio

0.5%

Previous 0.7%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$108.97 - $121.65 $384,446 - $429,181	-3,528 Reduced 25.42%	10,351 $1.25 Billion
Q2 2025 Jul 14, 2025	SELL	$82.96 - $110.1 $808,528 - $1.07 Million	-9,746 Reduced 41.25%	13,879 $1.53 Billion
Q1 2025 Apr 10, 2025	SELL	$92.45 - $106.69 $355,840 - $410,649	-3,849 Reduced 14.01%	23,625 $2.19 Billion
Q4 2024 Jan 23, 2025	BUY	$94.43 - $105.47 $538,912 - $601,917	5,707 Added 26.22%	27,474 $2.79 Billion
Q3 2024 Oct 11, 2024	BUY	$84.77 - $97.13 $282,029 - $323,151	3,327 Added 18.04%	21,767 $2.08 Billion

Q2 2024 Aug 05, 2024	SELL	$79.31 - $93.31 $439,139 - $516,657	-5,537 Reduced 23.09%	18,440 $1.71 Billion
Q1 2024 Apr 18, 2024	BUY	$72.87 - $85.14 $412,517 - $481,977	5,661 Added 30.91%	23,977 $1.97 Billion
Q4 2023 Feb 07, 2024	BUY	$65.78 - $75.4 $150,899 - $172,967	2,294 Added 14.32%	18,316 $1.38 Billion
Q3 2023 Nov 14, 2023	BUY	$68.05 - $72.66 $1.09 Million - $1.16 Million	16,022 New	16,022 $1.1 Billion
Q1 2023 Oct 30, 2023	BUY	$57.25 - $63.89 $110,492 - $123,307	1,930 Added 25.05%	9,635 $607 Million
Q4 2022 Oct 27, 2023	BUY	$56.73 - $63.56 $437,104 - $489,729	7,705 New	7,705 $451 Million

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Account

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