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

Coho Partners’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
Q2 		– Sell
-3,530
Closed -$298K – 56
2024
Q1 		$298K Hold
3,530
– – 0.01% 64
2023
Q4 		$265K Hold
3,530
– – 0.01% 76
2023
Q3 		$242K Buy
+3,530
New +$250K 0.01% 71

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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Coho Partners's IVW Position: Q2 2024 in Review

Coho Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2024, closing a stake of 3,530 shares — an estimated $298K sold.

Coho Partners first reported a position in IVW in Q3 2023 and held it in 3 quarters. The position peaked at $298K in Q1 2024. 1,657 funds tracked by Wall St. Rank hold IVW as of Q2 2024.

  • Coho Partners reported no remaining iShares S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Coho Partners sold 3,530 iShares S&P 500 Growth ETF shares in Q2 2024, an estimated $298K.
  • Coho Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and held it in 3 quarters.
  • Coho Partners's iShares S&P 500 Growth ETF position peaked at $298K in Q1 2024.
  • 1,657 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2024.

Based on Coho Partners's 13F filing for Q2 2024, filed 31 Jul 2024.