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Atlas Private Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Atlas Private 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
Q1 		$3.81M Buy
45,084
+659
+1% +$52.9K 1.6% 19
2023
Q4 		$3.34M Buy
44,425
+513
+1% +$36.5K 1.57% 18
2023
Q3 		$3M Buy
43,912
+1,493
+4% +$106K 1.61% 15
2023
Q2 		$2.99M Sell
42,419
-223
-0.5% -$14.7K 1.58% 16
2023
Q1 		$2.72M Sell
42,642
-1,069,314
-96% -$65.4M 1.64% 14
2022
Q4 		$65M Buy
1,111,956
+1,067,128
+2,380% +$64.1M 30.01% 1
2022
Q3 		$2.59M Buy
44,828
+814
+2% +$52.9K 1.88% 14
2022
Q2 		$2.66M Buy
44,014
+1,029
+2% +$68.1K 1.81% 15
2022
Q1 		$3.28M Buy
42,985
+2,802
+7% +$211K 1.91% 13
2021
Q4 		$3.36M Sell
40,183
-1,119
-3% -$90.1K 1.87% 13
2021
Q3 		$3.05M Sell
41,302
-4,476
-10% -$341K 1.87% 13
2021
Q2 		$3.33M Sell
45,778
-5,290
-10% -$366K 2.05% 11
2021
Q1 		$3.33M Buy
51,068
+2,191
+4% +$142K 2.12% 8
2020
Q4 		$3.12M Sell
48,877
-1,339
-3% -$81.2K 2.22% 9
2020
Q3 		$2.9M Sell
50,216
-1,736
-3% -$98.3K 2.27% 9
2020
Q2 		$2.69M Sell
51,952
-3,416
-6% -$164K 2.17% 7
2020
Q1 		$2.29M Buy
55,368
+884
+2% +$41.8K 2.11% 7
2019
Q4 		$2.64M Buy
+54,484
New +$2.53M 2.03% 6

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Atlas Private Wealth Management's IVW Position: Q1 2024 in Review

Atlas Private Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 1.5% in Q1 2024, buying an estimated $52.9K and bringing the position to 45,084 shares worth $3.81M. The position accounts for 1.6% of the portfolio, ranked #19.

Atlas Private Wealth Management first reported a position in IVW in Q4 2019 and has held it in 18 quarters since. The position peaked at $65M in Q4 2022. 1,596 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

  • Atlas Private Wealth Management held 45,084 shares of iShares S&P 500 Growth ETF worth $3.81M as of Q1 2024.
  • Atlas Private Wealth Management bought 659 iShares S&P 500 Growth ETF shares in Q1 2024, an estimated $52.9K.
  • iShares S&P 500 Growth ETF made up 1.6% of Atlas Private Wealth Management's portfolio in Q1 2024, its #19 holding.
  • Atlas Private Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 18 quarters since.
  • Atlas Private Wealth Management's iShares S&P 500 Growth ETF position peaked at $65M in Q4 2022.
  • 1,596 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.