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DHJJ Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

DHJJ Financial 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
2026
Q1 		$3.17K Hold
28
– – ﹤0.01% 702
2025
Q4 		$3.45K Hold
28
– – ﹤0.01% 671
2025
Q3 		$3.38K Hold
28
– – ﹤0.01% 653
2025
Q2 		$3.08K Hold
28
– – ﹤0.01% 650
2025
Q1 		$2.6K Hold
28
– – ﹤0.01% 623
2024
Q4 		$2.84K Hold
28
– – ﹤0.01% 591
2024
Q3 		$2.68K Hold
28
– – ﹤0.01% 584
2024
Q2 		$2.59K Hold
28
– – ﹤0.01% 542
2024
Q1 		$2.37K Hold
28
– – ﹤0.01% 540
2023
Q4 		$2.1K Hold
28
– – ﹤0.01% 539
2023
Q3 		$1.92K Buy
+28
New +$1.98K ﹤0.01% 544

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 $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return