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Argent Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Argent Financial Group’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 		$3.68M Buy
+38,450
New +$3.55M 0.44% 61

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

Argent Financial Group's IVW Position: Q3 2024 in Review

Argent Financial Group opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2024: 38,450 shares worth $3.68M. The stake represents 0.44% of the portfolio and ranks #61 among its holdings.

1,701 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

  • Argent Financial Group held 38,450 shares of iShares S&P 500 Growth ETF worth $3.68M as of Q3 2024.
  • iShares S&P 500 Growth ETF was a new Argent Financial Group position in Q3 2024.
  • iShares S&P 500 Growth ETF made up 0.44% of Argent Financial Group's portfolio in Q3 2024, its #61 holding.
  • 1,701 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.