AWM
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Aspire Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Aspire 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
Q3 		$1.62M Sell
16,882
-726
-4% -$67K 0.87% 24
2024
Q2 		$1.63M Buy
17,608
+6,325
+56% +$545K 0.93% 23
2024
Q1 		$953K Buy
11,283
+6,811
+152% +$547K 0.58% 36
2023
Q4 		$336K Buy
4,472
+1
+0% +$71 0.23% 68
2023
Q3 		$306K Buy
+4,471
New +$316K 0.23% 66

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

Aspire Wealth Management's IVW Position: Q3 2024 in Review

Aspire Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.1% in Q3 2024, selling an estimated $67K and leaving 16,882 shares worth $1.62M. The position accounts for 0.87% of the portfolio, ranked #24.

Aspire Wealth Management first reported a position in IVW in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.63M in Q2 2024. 1,701 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

  • Aspire Wealth Management held 16,882 shares of iShares S&P 500 Growth ETF worth $1.62M as of Q3 2024.
  • Aspire Wealth Management sold 726 iShares S&P 500 Growth ETF shares in Q3 2024, an estimated $67K.
  • iShares S&P 500 Growth ETF made up 0.87% of Aspire Wealth Management's portfolio in Q3 2024, its #24 holding.
  • Aspire Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 5 quarters since.
  • Aspire Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.63M in Q2 2024.
  • 1,701 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.