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

CEDRUS’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	$348K	Hold	3,636	–	–	0.13%	128
2024 Q2	$336K	Hold	3,636	–	–	0.17%	108
2024 Q1	$307K	Sell	3,636 -454	-11%	-$36.5K	0.17%	116
2023 Q4	$307K	Buy	4,090 +454	+12%	+$32.3K	0.19%	118
2023 Q3	$249K	Hold	3,636	–	–	0.18%	121
2023 Q2	$256K	Hold	3,636	–	–	0.18%	124
2023 Q1	$232K	Hold	3,636	–	–	0.16%	143
2022 Q4	$213K	Hold	3,636	–	–	0.17%	141
2022 Q3	$210K	Hold	3,636	–	–	0.2%	116
2022 Q2	$219K	Sell	3,636 -68	-2%	-$4.5K	0.21%	115
2022 Q1	$283K	Sell	3,704 -110	-3%	-$8.26K	0.26%	99
2021 Q4	$319K	Buy	+3,814	New	+$307K	0.31%	95

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

CEDRUS's IVW Position: Q3 2024 in Review

CEDRUS held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2024 at 3,636 shares worth $348K. The position accounts for 0.13% of the portfolio, ranked #128.

CEDRUS first reported a position in IVW in Q4 2021 and has held it in 12 quarters since. 1,702 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

CEDRUS held 3,636 shares of iShares S&P 500 Growth ETF worth $348K as of Q3 2024.
CEDRUS left its iShares S&P 500 Growth ETF share count unchanged in Q3 2024.
iShares S&P 500 Growth ETF made up 0.13% of CEDRUS's portfolio in Q3 2024, its #128 holding.
CEDRUS first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 12 quarters since.
1,702 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.