Belvedere Trading’s iShares S&P 500 Growth ETF IVW Stock Holding History

Belvedere Trading’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
2026 Q1	$226K	Hold	2,000	–	–	﹤0.01%	396
2025 Q4	$247K	Buy	+2,000	New	+$245K	﹤0.01%	423
2024 Q4	–	Sell	-2,600	Closed	-$249K	–	945
2024 Q3	$249K	Sell	2,600 -1,200	-32%	-$111K	﹤0.01%	306
2024 Q2	$352K	Buy	3,800 +400	+12%	+$34.5K	﹤0.01%	243
2024 Q1	$287K	Buy	3,400 +2,100	+162%	+$169K	﹤0.01%	250
2023 Q4	$97.6K	Sell	1,300 -8,900	-87%	-$634K	﹤0.01%	463
2023 Q3	$698K	Buy	10,200 +200	+2%	+$14.2K	﹤0.01%	100
2023 Q2	$705K	Buy	10,000 +3,200	+47%	+$212K	﹤0.01%	104
2023 Q1	$434K	Buy	+6,800	New	+$416K	﹤0.01%	170

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Belvedere Trading's IVW Position: Q3 2024 in Review

Belvedere Trading sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2024, closing a stake of 34,361 shares — an estimated $3.17M sold.

Belvedere Trading first reported a position in IVW in Q4 2022 and held it in 4 quarters. The position peaked at $3.18M in Q2 2024. 1,701 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

Belvedere Trading reported no remaining iShares S&P 500 Growth ETF position as of Q3 2024 after selling out during the quarter.
Belvedere Trading sold 34,361 iShares S&P 500 Growth ETF shares in Q3 2024, an estimated $3.17M.
Belvedere Trading first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 4 quarters.
Belvedere Trading's iShares S&P 500 Growth ETF position peaked at $3.18M in Q2 2024.
1,701 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on Belvedere Trading's 13F filing for Q3 2024, filed 30 Oct 2024.