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

Sterling Group Wealth Management, LLC

$191 Million
Q3 2025

A detailed history of Sterling Group Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 65,122 shares of IVW stock, worth $7.88 Million. This represents 4.12% of its overall portfolio holdings.

Number of Shares

65,122

Previous 67,399 3.38%

Holding current value

$7.88 Million

Previous $7.42 Million 5.94%

% of portfolio

4.12%

Previous 4.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	SELL	$108.97 - $121.65 $248,124 - $276,997	-2,277 Reduced 3.38%	65,122 $7.86 Million
Q2 2025 Jul 14, 2025	SELL	$82.96 - $110.1 $2.97 Million - $3.94 Million	-35,748 Reduced 34.66%	67,399 $7.42 Million
Q1 2025 Apr 25, 2025	BUY	$92.45 - $106.69 $183,420 - $211,672	1,984 Added 1.96%	103,147 $9.58 Million
Q4 2024 Jan 17, 2025	SELL	$94.43 - $105.47 $134,373 - $150,083	-1,423 Reduced 1.39%	101,163 $10.3 Million
Q3 2024 Oct 07, 2024	BUY	$84.77 - $97.13 $7.96 Million - $9.12 Million	93,887 Added 1079.28%	102,586 $9.82 Million

Q2 2024 Jul 15, 2024	BUY	$79.31 - $93.31 $689,917 - $811,703	8,699 New	8,699 $805,000

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