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

Connectus Wealth’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 		– Sell
-15,880
Closed -$1.19M – 433
2023
Q4 		$1.19M Buy
15,880
+2,819
+22% +$201K 0.02% 315
2023
Q3 		$894K Sell
13,061
-420
-3% -$29.7K 0.02% 325
2023
Q2 		$950K Buy
13,481
+4
+0% +$264 0.02% 284
2023
Q1 		$861K Buy
13,477
+5
+0% +$306 0.02% 295
2022
Q4 		$788K Buy
13,472
+4
+0% +$240 0.02% 306
2022
Q3 		$779K Sell
13,468
-231
-2% -$15K 0.02% 361
2022
Q2 		$827K Buy
13,699
+420
+3% +$27.8K 0.02% 291
2022
Q1 		$1.11M Buy
+13,279
New +$998K 0.04% 231

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Connectus Wealth's IVW Position: Q1 2024 in Review

Connectus Wealth sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2024, closing a stake of 15,880 shares — an estimated $1.19M sold.

Connectus Wealth first reported a position in IVW in Q1 2022 and held it in 8 quarters. The position peaked at $1.19M in Q4 2023. 1,596 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

  • Connectus Wealth reported no remaining iShares S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 15,880 iShares S&P 500 Growth ETF shares in Q1 2024, an estimated $1.19M.
  • Connectus Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and held it in 8 quarters.
  • Connectus Wealth's iShares S&P 500 Growth ETF position peaked at $1.19M in Q4 2023.
  • 1,596 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.