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

BlackDiamond 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
Q3 		– Sell
-2,739
Closed -$239K – 168
2024
Q2 		$239K Buy
+2,739
New +$236K 0.16% 126
2023
Q1 		– Sell
-5,507
Closed -$324K – 123
2022
Q4 		$324K Hold
5,507
– – 0.37% 69
2022
Q3 		$340K Hold
5,507
– – 0.41% 66
2022
Q2 		$356K Sell
5,507
-1,190
-18% -$78.8K 0.44% 65
2022
Q1 		$512K Sell
6,697
-104
-2% -$7.81K 0.61% 46
2021
Q4 		$569K Buy
+6,801
New +$548K 0.65% 45

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

BlackDiamond Wealth Management's IVW Position: Q3 2024 in Review

BlackDiamond Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2024, closing a stake of 2,739 shares — an estimated $239K sold.

BlackDiamond Wealth Management first reported a position in IVW in Q4 2021 and held it in 6 quarters. The position peaked at $569K in Q4 2021. 1,701 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

  • BlackDiamond Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 2,739 iShares S&P 500 Growth ETF shares in Q3 2024, an estimated $239K.
  • BlackDiamond Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 6 quarters.
  • BlackDiamond Wealth Management's iShares S&P 500 Growth ETF position peaked at $569K in Q4 2021.
  • 1,701 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.