AHIA
IVW icon

Andrew Hill Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Andrew Hill Investment 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 		– Sell
-2,197
Closed -$210K – 55
2024
Q3 		$210K Hold
2,197
– – 0.16% 47
2024
Q2 		$203K Buy
+2,197
New +$189K 0.17% 47
2022
Q3 		– Sell
-3,435
Closed -$207K – 49
2022
Q2 		$207K Buy
3,435
+55
+2% +$3.64K 0.3% 41
2022
Q1 		$258K Sell
3,380
-502
-13% -$37.7K 0.29% 42
2021
Q4 		$324K Buy
+3,882
New +$313K 0.3% 43

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 $1.6B AUM 20.7% 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

Andrew Hill Investment Advisors's IVW Position: Q4 2024 in Review

Andrew Hill Investment Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2024, closing a stake of 2,197 shares — an estimated $210K sold.

Andrew Hill Investment Advisors first reported a position in IVW in Q4 2021 and held it in 5 quarters. The position peaked at $324K in Q4 2021. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Andrew Hill Investment Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Andrew Hill Investment Advisors sold 2,197 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $210K.
  • Andrew Hill Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 5 quarters.
  • Andrew Hill Investment Advisors's iShares S&P 500 Growth ETF position peaked at $324K in Q4 2021.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Andrew Hill Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.