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Estate Counselors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Estate Counselors’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
-57,760
Closed -$4.34M – 135
2023
Q4 		$4.34M Buy
57,760
+53,000
+1,113% +$3.77M 0.54% 39
2023
Q3 		$326K Buy
+4,760
New +$337K 0.04% 113

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

Estate Counselors's IVW Position: Q1 2024 in Review

Estate Counselors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2024, closing a stake of 57,760 shares — an estimated $4.34M sold.

Estate Counselors first reported a position in IVW in Q3 2023 and held it in 2 quarters. The position peaked at $4.34M in Q4 2023. 1,596 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

  • Estate Counselors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Estate Counselors sold 57,760 iShares S&P 500 Growth ETF shares in Q1 2024, an estimated $4.34M.
  • Estate Counselors first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and held it in 2 quarters.
  • Estate Counselors's iShares S&P 500 Growth ETF position peaked at $4.34M in Q4 2023.
  • 1,596 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

Based on Estate Counselors's 13F filing for Q1 2024, filed 14 May 2024.