Anchor Pointe Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Anchor Pointe 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 Q4	$2.39M	Buy	+23,334	New	+$2.33M	3.11%	7

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Anchor Pointe Wealth Management's IVW Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q4 2024: 23,334 shares worth $2.39M. The stake represents 3.11% of the portfolio and ranks #7 among its holdings.

1,873 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

Anchor Pointe Wealth Management held 23,334 shares of iShares S&P 500 Growth ETF worth $2.39M as of Q4 2024.
iShares S&P 500 Growth ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
iShares S&P 500 Growth ETF made up 3.11% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #7 holding.
1,873 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.