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AlphaMark Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

AlphaMark Advisors’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
Q4 		$74K Hold
728
– – 0.03% 207
2024
Q3 		$70K Sell
728
-549
-43% -$50.7K 0.02% 312
2024
Q2 		$118K Buy
1,277
+25
+2% +$2.15K 0.04% 265
2024
Q1 		$106K Buy
1,252
+20
+2% +$1.61K 0.04% 272
2023
Q4 		$93K Sell
1,232
-400
-25% -$28.5K 0.04% 280
2023
Q3 		$112K Buy
1,632
+401
+33% +$28.4K 0.05% 244
2023
Q2 		$87K Sell
1,231
-628
-34% -$41.5K 0.04% 167
2023
Q1 		$119K Sell
1,859
-33
-2% -$2.02K 0.05% 147
2022
Q4 		$111K Sell
1,892
-120
-6% -$7.21K 0.06% 141
2022
Q3 		$116K Buy
2,012
+401
+25% +$26.1K 0.06% 139
2022
Q2 		$97K Buy
1,611
+871
+118% +$57.6K 0.04% 153
2022
Q1 		$57K Buy
740
+697
+1,621% +$52.4K 0.02% 215
2021
Q4 		$4K Buy
+43
New +$3.46K ﹤0.01% 482
2017
Q1 		– Sell
-1,116
Closed -$34K – 503
2016
Q4 		$34K Hold
1,116
– – 0.02% 200
2016
Q3 		$34K Hold
1,116
– – 0.02% 165
2016
Q2 		$33K Buy
+1,116
New +$32.4K 0.02% 163
2013
Q4 		– Sell
-1,468
Closed -$33K – 294
2013
Q3 		$33K Hold
1,468
– – 0.02% 168
2013
Q2 		$31K Buy
+1,468
New +$31.1K 0.02% 194

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
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

AlphaMark Advisors's IVW Position: Q4 2024 in Review

AlphaMark Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2024 at 728 shares worth $74K. The position accounts for 0.03% of the portfolio, ranked #207.

AlphaMark Advisors first reported a position in IVW in Q2 2013 and has held it in 18 quarters since. The position peaked at $119K in Q1 2023. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • AlphaMark Advisors held 728 shares of iShares S&P 500 Growth ETF worth $74K as of Q4 2024.
  • AlphaMark Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q4 2024.
  • iShares S&P 500 Growth ETF made up 0.03% of AlphaMark Advisors's portfolio in Q4 2024, its #207 holding.
  • AlphaMark Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 18 quarters since.
  • AlphaMark Advisors's iShares S&P 500 Growth ETF position peaked at $119K in Q1 2023.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.