9WM
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9258 Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

9258 Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.31M Sell
13,645
-1,638
-11% -$151K 0.19% 102
2024
Q2 		$1.41M Sell
15,283
-38
-0.2% -$3.28K 0.22% 91
2024
Q1 		$1.29M Sell
15,321
-1
-0% -$80 0.2% 94
2023
Q4 		$1.15M Buy
15,322
+198
+1% +$14.1K 0.2% 98
2023
Q3 		$1.03M Buy
15,124
+514
+4% +$36.4K 0.2% 98
2023
Q2 		$1.03M Buy
14,610
+108
+0.7% +$7.14K 0.19% 97
2023
Q1 		$927K Sell
14,502
-171
-1% -$10.5K 0.19% 101
2022
Q4 		$858K Sell
14,673
-949
-6% -$57K 0.19% 107
2022
Q3 		$904K Sell
15,622
-1,200
-7% -$78K 0.23% 97
2022
Q2 		$1.01M Sell
16,822
-457
-3% -$30.2K 0.26% 92
2022
Q1 		$1.32M Buy
17,279
+1,107
+7% +$83.2K 0.31% 71
2021
Q4 		$1.35M Buy
16,172
+3,077
+23% +$248K 0.31% 65
2021
Q3 		$968K Buy
13,095
+87
+0.7% +$6.63K 0.26% 91
2021
Q2 		$946K Buy
13,008
+350
+3% +$24.2K 0.25% 95
2021
Q1 		$824K Buy
12,658
+228
+2% +$14.7K 0.25% 99
2020
Q4 		$793K Sell
12,430
-34,994
-74% -$2.12M 0.26% 95
2020
Q3 		$666K Buy
47,424
+35,568
+300% +$2.01M 0.25% 98
2020
Q2 		$615K Hold
11,856
– – 0.25% 112
2020
Q1 		$549K Hold
11,856
– – 0.24% 120
2019
Q4 		$574K Buy
+11,856
New +$550K 0.21% 130

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

9258 Wealth Management's IVW Position: Q3 2024 in Review

9258 Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q3 2024, selling an estimated $151K and leaving 13,645 shares worth $1.31M. The position accounts for 0.19% of the portfolio, ranked #102.

9258 Wealth Management first reported a position in IVW in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.41M in Q2 2024. 1,701 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

  • 9258 Wealth Management held 13,645 shares of iShares S&P 500 Growth ETF worth $1.31M as of Q3 2024.
  • 9258 Wealth Management sold 1,638 iShares S&P 500 Growth ETF shares in Q3 2024, an estimated $151K.
  • iShares S&P 500 Growth ETF made up 0.19% of 9258 Wealth Management's portfolio in Q3 2024, its #102 holding.
  • 9258 Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 20 quarters since.
  • 9258 Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.41M in Q2 2024.
  • 1,701 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.