Annapolis Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Annapolis Financial Services’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	$52.7K	Hold	550	–	–	0.02%	151
2024 Q2	$50.9K	Hold	550	–	–	0.02%	145
2024 Q1	$46.4K	Buy	550 +31	+6%	+$2.49K	0.02%	150
2023 Q4	$39K	Hold	519	–	–	0.01%	224
2023 Q3	$35.5K	Hold	519	–	–	0.01%	217
2023 Q2	$36.6K	Hold	519	–	–	0.01%	209
2023 Q1	$33.2K	Hold	519	–	–	0.01%	206
2022 Q4	$30.4K	Hold	519	–	–	0.01%	207
2022 Q3	$30K	Sell	519 -221	-30%	-$14.4K	0.01%	214
2022 Q2	$45K	Hold	740	–	–	0.02%	181
2022 Q1	$57K	Hold	740	–	–	0.02%	179
2021 Q4	$62K	Hold	740	–	–	0.02%	171
2021 Q3	$55K	Hold	740	–	–	0.02%	164
2021 Q2	$54K	Hold	740	–	–	0.02%	157
2021 Q1	$48K	Hold	740	–	–	0.02%	156
2020 Q4	$47K	Buy	+740	New	+$44.9K	0.02%	149

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Annapolis Financial Services's IVW Position: Q3 2024 in Review

Annapolis Financial Services held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2024 at 550 shares worth $52.7K. The position accounts for 0.02% of the portfolio, ranked #151.

Annapolis Financial Services first reported a position in IVW in Q4 2020 and has held it in 16 quarters since. The position peaked at $62K in Q4 2021. 1,701 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

Annapolis Financial Services held 550 shares of iShares S&P 500 Growth ETF worth $52.7K as of Q3 2024.
Annapolis Financial Services left its iShares S&P 500 Growth ETF share count unchanged in Q3 2024.
iShares S&P 500 Growth ETF made up 0.02% of Annapolis Financial Services's portfolio in Q3 2024, its #151 holding.
Annapolis Financial Services first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's iShares S&P 500 Growth ETF position peaked at $62K in Q4 2021.
1,701 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.