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

Life Steps Financial, Inc.

$155 Million
Q3 2025

A detailed history of Life Steps Financial, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Life Steps Financial, Inc. holds 11,624 shares of IVW stock, worth $1.41 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

11,624

Previous 11,000 5.67%

Holding current value

$1.41 Million

Previous $1.21 Million 15.85%

% of portfolio

0.91%

Previous 0.84%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$108.97 - $121.65 $67,997 - $75,909	624 Added 5.67%	11,624 $1.4 Million
Q1 2025 Apr 23, 2025	SELL	$92.45 - $106.69 $68,043 - $78,523	-736 Reduced 6.27%	11,000 $1.02 Million
Q4 2024 Feb 03, 2025	SELL	$94.43 - $105.47 $2,927 - $3,269	-31 Reduced 0.26%	11,736 $1.19 Million
Q2 2021 Jul 09, 2021	BUY	$65.96 - $72.81 $17,611 - $19,440	267 Added 2.32%	11,767 $856,000
Q4 2020 Jan 25, 2021	BUY	$56.17 - $63.82 $484,466 - $550,447	8,625 Added 300.0%	11,500 $734,000

Q2 2020 Aug 05, 2020	SELL	$39.5 - $52.48 $10,625 - $14,117	-269 Reduced 8.56%	2,875 $597,000
Q4 2019 Jan 30, 2020	BUY	$43.72 - $48.62 $137,455 - $152,861	3,144 New	3,144 $609,000

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

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