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

Endurance Wealth Management’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
2023 Q2	$68K	Hold	960	–	–	0.01%	306
2023 Q1	$61K	Hold	960	–	–	0.01%	323
2022 Q4	$56K	Hold	960	–	–	0.01%	314
2022 Q3	$56K	Buy	960 +900	+1,500%	+$58.5K	0.01%	310
2022 Q2	$4K	Hold	60	–	–	﹤0.01%	542
2022 Q1	$5K	Hold	60	–	–	﹤0.01%	555
2021 Q4	$5K	Hold	60	–	–	﹤0.01%	545
2021 Q3	$4K	Hold	60	–	–	﹤0.01%	562
2021 Q2	$4K	Hold	60	–	–	﹤0.01%	567
2021 Q1	$4K	Hold	60	–	–	﹤0.01%	576
2020 Q4	$4K	Hold	60	–	–	﹤0.01%	539
2020 Q3	$3K	Hold	60	–	–	﹤0.01%	553
2020 Q2	$3K	Buy	60 +12	+25%	+$575	﹤0.01%	539
2020 Q1	$2K	Hold	48	–	–	﹤0.01%	512
2019 Q4	$2K	Sell	48 -40	-45%	-$1.85K	﹤0.01%	490
2019 Q3	$4K	Hold	88	–	–	﹤0.01%	465
2019 Q2	$4K	Hold	88	–	–	﹤0.01%	428
2019 Q1	$4K	Hold	88	–	–	﹤0.01%	430
2018 Q4	$3K	Hold	88	–	–	﹤0.01%	434
2018 Q3	$4K	Hold	88	–	–	﹤0.01%	437
2018 Q2	$4K	Hold	88	–	–	﹤0.01%	445
2018 Q1	$3K	Hold	88	–	–	﹤0.01%	476
2017 Q4	$3K	Hold	88	–	–	﹤0.01%	471
2017 Q3	$3K	Hold	88	–	–	﹤0.01%	463
2017 Q2	$3K	Buy	88 +4	+5%	+$136	﹤0.01%	469
2017 Q1	$3K	Hold	84	–	–	﹤0.01%	474
2016 Q4	$3K	Hold	84	–	–	﹤0.01%	456
2016 Q3	$3K	Hold	84	–	–	﹤0.01%	454
2016 Q2	$2K	Hold	84	–	–	﹤0.01%	465
2016 Q1	$2K	Hold	84	–	–	﹤0.01%	474
2015 Q4	$2K	Hold	84	–	–	﹤0.01%	488
2015 Q3	$2K	Hold	84	–	–	﹤0.01%	484
2015 Q2	$2K	Buy	+84	New	+$2.43K	﹤0.01%	495

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Endurance Wealth Management's IVW Position: Q2 2023 in Review

Endurance Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2023 at 960 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #306.

Endurance Wealth Management first reported a position in IVW in Q2 2015 and has held it in 33 quarters since. 1,341 funds tracked by Wall St. Rank hold IVW as of Q2 2023.

Endurance Wealth Management held 960 shares of iShares S&P 500 Growth ETF worth $68K as of Q2 2023.
Endurance Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2023.
iShares S&P 500 Growth ETF made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #306 holding.
Endurance Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2015 and has held it in 33 quarters since.
1,341 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.