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

Avitas 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
Q4 		$14.1M Sell
139,077
-876
-0.6% -$87.4K 1.95% 11
2024
Q3 		$13.4M Buy
139,953
+33
+0% +$3.05K 1.88% 10
2024
Q2 		$12.9M Sell
139,920
-565
-0.4% -$48.7K 1.9% 9
2024
Q1 		$11.9M Sell
140,485
-48,608
-26% -$3.91M 1.8% 10
2023
Q4 		$14.2M Buy
189,093
+673
+0.4% +$47.9K 2.38% 8
2023
Q3 		$12.9M Sell
188,420
-3,771
-2% -$267K 2.45% 8
2023
Q2 		$13.5M Sell
192,191
-1,923
-1% -$127K 2.45% 7
2023
Q1 		$12.4M Sell
194,114
-61,479
-24% -$3.76M 2.43% 7
2022
Q4 		$15M Buy
255,593
+37,809
+17% +$2.27M 3.16% 4
2022
Q3 		$12.6M Buy
+217,784
New +$14.2M 2.89% 5

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

Avitas Wealth Management's IVW Position: Q4 2024 in Review

Avitas Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.63% in Q4 2024, selling an estimated $87.4K and leaving 139,077 shares worth $14.1M. The position accounts for 1.95% of the portfolio, ranked #11.

Avitas Wealth Management first reported a position in IVW in Q3 2022 and has held it in 10 quarters since. The position peaked at $15M in Q4 2022. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Avitas Wealth Management held 139,077 shares of iShares S&P 500 Growth ETF worth $14.1M as of Q4 2024.
  • Avitas Wealth Management sold 876 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $87.4K.
  • iShares S&P 500 Growth ETF made up 1.95% of Avitas Wealth Management's portfolio in Q4 2024, its #11 holding.
  • Avitas Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and has held it in 10 quarters since.
  • Avitas Wealth Management's iShares S&P 500 Growth ETF position peaked at $15M in Q4 2022.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.