Belvedere Trading
IVW icon

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
2024
Q4 		– Sell
-500
Closed -$47.9K – 946
2024
Q3 		$47.9K Hold
500
– – ﹤0.01% 529
2024
Q2 		$46.3K Buy
+500
New +$43.1K ﹤0.01% 514
2024
Q1 		– Sell
-2,000
Closed -$150K – 815
2023
Q4 		$150K Hold
2,000
– – ﹤0.01% 395
2023
Q3 		$137K Buy
+2,000
New +$142K ﹤0.01% 277

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
PNC Financial Services Group
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.