Bromfield Sneider Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bromfield Sneider Wealth 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 Q1	$1.29M	Hold	15,274	–	–	0.8%	16
2023 Q4	$1.15M	Sell	15,274 -850	-5%	-$60.5K	0.78%	15
2023 Q3	$1.1M	Sell	16,124 -705	-4%	-$49.9K	0.83%	15
2023 Q2	$1.19M	Hold	16,829	–	–	0.94%	13
2023 Q1	$1.08M	Hold	16,829	–	–	0.91%	13
2022 Q4	$985K	Hold	16,829	–	–	0.91%	14
2022 Q3	$974K	Hold	16,829	–	–	1.15%	11
2022 Q2	$1.02M	Sell	16,829 -165	-1%	-$10.9K	1.24%	10
2022 Q1	$1.3M	Hold	16,994	–	–	1.36%	7
2021 Q4	$1.42M	Buy	+16,994	New	+$1.37M	1.45%	7

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's IVW Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2024 at 15,274 shares worth $1.29M. The position accounts for 0.8% of the portfolio, ranked #16.

Bromfield Sneider Wealth Advisors first reported a position in IVW in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.42M in Q4 2021. 1,600 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

Bromfield Sneider Wealth Advisors held 15,274 shares of iShares S&P 500 Growth ETF worth $1.29M as of Q1 2024.
Bromfield Sneider Wealth Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q1 2024.
iShares S&P 500 Growth ETF made up 0.8% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #16 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 10 quarters since.
Bromfield Sneider Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $1.42M in Q4 2021.
1,600 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.