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

Chris Bulman’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	-967	Closed	-$89.5K	–	265
2024 Q2	$89.5K	Buy	+967	New	+$83.4K	0.06%	140

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 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

Chris Bulman's IVW Position: Q3 2024 in Review

Chris Bulman sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2024, closing a stake of 967 shares — an estimated $89.5K sold.

Chris Bulman first reported a position in IVW in Q2 2024 and held it in 1 quarter. The position peaked at $89.5K in Q2 2024. 1,701 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

Chris Bulman reported no remaining iShares S&P 500 Growth ETF position as of Q3 2024 after selling out during the quarter.
Chris Bulman sold 967 iShares S&P 500 Growth ETF shares in Q3 2024, an estimated $89.5K.
Chris Bulman first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and held it in 1 quarter.
Chris Bulman's iShares S&P 500 Growth ETF position peaked at $89.5K in Q2 2024.
1,701 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on Chris Bulman's 13F filing for Q3 2024, filed 22 Oct 2024.