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Criterion Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Criterion Capital 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
Q4 		$160K Hold
1,726
– – 0.1% 82
2024
Q3 		$160K Hold
1,726
– – 0.1% 82
2024
Q2 		$160K Buy
+1,726
New +$149K 0.1% 82
2024
Q1 		– Sell
-728
Closed -$54.7K – 367
2023
Q4 		$54.7K Buy
+728
New +$51.8K 0.04% 132

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Criterion Capital Advisors's IVW Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2024 at 1,726 shares worth $160K. The position accounts for 0.1% of the portfolio, ranked #82.

Criterion Capital Advisors first reported a position in IVW in Q4 2023 and has held it in 4 quarters since. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Criterion Capital Advisors held 1,726 shares of iShares S&P 500 Growth ETF worth $160K as of Q4 2024.
  • Criterion Capital Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q4 2024.
  • iShares S&P 500 Growth ETF made up 0.1% of Criterion Capital Advisors's portfolio in Q4 2024, its #82 holding.
  • Criterion Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.