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BBJS Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

BBJS Financial Advisors’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 		$15M Buy
156,332
+43
+0% +$3.97K 5.34% 5
2024
Q2 		$14.5M Sell
156,289
-92
-0.1% -$7.93K 5.39% 6
2024
Q1 		$13.2M Sell
156,381
-11,153
-7% -$896K 4.71% 5
2023
Q4 		$12.6M Sell
167,534
-1,344
-0.8% -$95.7K 4.37% 5
2023
Q3 		$11.6M Sell
168,878
-8,517
-5% -$603K 4.38% 5
2023
Q2 		$12.5M Sell
177,395
-7,784
-4% -$515K 5.01% 4
2023
Q1 		$11.8M Buy
185,179
+24,512
+15% +$1.5M 4.82% 4
2022
Q4 		$9.4M Buy
+160,667
New +$9.65M 4.24% 6

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

BBJS Financial Advisors's IVW Position: Q3 2024 in Review

BBJS Financial Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.03% in Q3 2024, buying an estimated $3.97K and bringing the position to 156,332 shares worth $15M. The position accounts for 5.34% of the portfolio, ranked #5.

BBJS Financial Advisors first reported a position in IVW in Q4 2022 and has held it in 8 quarters since. 1,701 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

  • BBJS Financial Advisors held 156,332 shares of iShares S&P 500 Growth ETF worth $15M as of Q3 2024.
  • BBJS Financial Advisors bought 43 iShares S&P 500 Growth ETF shares in Q3 2024, an estimated $3.97K.
  • iShares S&P 500 Growth ETF made up 5.34% of BBJS Financial Advisors's portfolio in Q3 2024, its #5 holding.
  • BBJS Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 8 quarters since.
  • 1,701 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.