BW
IVW icon

Bison Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bison Wealth’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 		$945K Sell
9,307
-75
-0.8% -$7.48K 0.21% 96
2024
Q3 		$898K Sell
9,382
-3,059
-25% -$282K 0.14% 150
2024
Q2 		$1.05M Hold
12,441
– – 0.17% 138
2024
Q1 		$1.05M Buy
12,441
+230
+2% +$18.5K 0.17% 138
2023
Q4 		$917K Buy
12,211
+74
+0.6% +$5.27K 0.16% 139
2023
Q3 		$830K Sell
12,137
-429
-3% -$30.4K 0.16% 141
2023
Q2 		$886K Buy
+12,566
New +$831K 0.16% 136
2022
Q3 		– Sell
-660
Closed -$40K – 286
2022
Q2 		$40K Hold
660
– – 0.02% 241
2022
Q1 		$50K Sell
660
-200
-23% -$15K 0.03% 266
2021
Q4 		$72K Sell
860
-5,344
-86% -$431K 0.04% 229
2021
Q3 		$459K Sell
6,204
-120
-2% -$9.15K 0.21% 125
2021
Q2 		$460K Buy
6,324
+200
+3% +$13.8K 0.2% 130
2021
Q1 		$399K Hold
6,124
– – 0.17% 159
2020
Q4 		$391K Hold
6,124
– – 0.18% 136
2020
Q3 		$354K Buy
6,124
+660
+12% +$37.4K 0.21% 120
2020
Q2 		$283K Hold
5,464
– – 0.18% 140
2020
Q1 		$225K Hold
5,464
– – 0.16% 152
2019
Q4 		$265K Sell
5,464
-1,824
-25% -$84.5K 0.13% 182
2019
Q3 		$328K Hold
7,288
– – 0.18% 147
2019
Q2 		$327K Buy
7,288
+2,232
+44% +$98.2K 0.19% 145
2019
Q1 		$218K Buy
+5,056
New +$207K 0.13% 194

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 $1.88B AUM 29.07% 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

Bison Wealth's IVW Position: Q4 2024 in Review

Bison Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.8% in Q4 2024, selling an estimated $7.48K and leaving 9,307 shares worth $945K. The position accounts for 0.21% of the portfolio, ranked #96.

Bison Wealth first reported a position in IVW in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.05M in Q2 2024. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Bison Wealth held 9,307 shares of iShares S&P 500 Growth ETF worth $945K as of Q4 2024.
  • Bison Wealth sold 75 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $7.48K.
  • iShares S&P 500 Growth ETF made up 0.21% of Bison Wealth's portfolio in Q4 2024, its #96 holding.
  • Bison Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 21 quarters since.
  • Bison Wealth's iShares S&P 500 Growth ETF position peaked at $1.05M in Q2 2024.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.