Edge Capital Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Edge Capital Group’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	$330K	Hold	3,251	–	–	0.01%	256
2024 Q3	$311K	Hold	3,251	–	–	0.01%	259
2024 Q2	$301K	Hold	3,251	–	–	0.01%	266
2024 Q1	$275K	Buy	+3,251	New	+$261K	0.01%	272
2022 Q4	–	Sell	-4,302	Closed	-$249K	–	392
2022 Q3	$249K	Sell	4,302 -235	-5%	-$15.3K	0.02%	250
2022 Q2	$274K	Sell	4,537 -400	-8%	-$26.5K	0.02%	238
2022 Q1	$377K	Buy	4,937 +833	+20%	+$62.6K	0.03%	225
2021 Q4	$343K	Hold	4,104	–	–	0.02%	227
2021 Q3	$303K	Buy	+4,104	New	+$313K	0.02%	224
2021 Q1	–	Sell	-31,400	Closed	-$2M	–	289
2020 Q4	$2M	Hold	31,400	–	–	0.17%	97
2020 Q3	$1.81M	Hold	31,400	–	–	0.18%	93
2020 Q2	$1.63M	Hold	31,400	–	–	0.17%	94
2020 Q1	$1.3M	Buy	+31,400	New	+$1.48M	0.15%	98

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Edge Capital Group's IVW Position: Q4 2024 in Review

Edge Capital Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2024 at 3,251 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #256.

Edge Capital Group first reported a position in IVW in Q1 2020 and has held it in 13 quarters since. The position peaked at $2M in Q4 2020. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

Edge Capital Group held 3,251 shares of iShares S&P 500 Growth ETF worth $330K as of Q4 2024.
Edge Capital Group left its iShares S&P 500 Growth ETF share count unchanged in Q4 2024.
iShares S&P 500 Growth ETF made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #256 holding.
Edge Capital Group first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 13 quarters since.
Edge Capital Group's iShares S&P 500 Growth ETF position peaked at $2M in Q4 2020.
1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.