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Eubel Brady & Suttman Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Eubel Brady & Suttman Asset 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
2024
Q3 		– Sell
-2,534
Closed -$234K – 93
2024
Q2 		$234K Hold
2,534
– – 0.03% 83
2024
Q1 		$214K Buy
+2,534
New +$204K 0.03% 85

Other funds holding IVW

Envestnet Asset Management
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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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Eubel Brady & Suttman Asset Management's IVW Position: Q3 2024 in Review

Eubel Brady & Suttman Asset Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2024, closing a stake of 2,534 shares — an estimated $234K sold.

Eubel Brady & Suttman Asset Management first reported a position in IVW in Q1 2024 and held it in 2 quarters. The position peaked at $234K in Q2 2024. 1,701 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

  • Eubel Brady & Suttman Asset Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Eubel Brady & Suttman Asset Management sold 2,534 iShares S&P 500 Growth ETF shares in Q3 2024, an estimated $234K.
  • Eubel Brady & Suttman Asset Management first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and held it in 2 quarters.
  • Eubel Brady & Suttman Asset Management's iShares S&P 500 Growth ETF position peaked at $234K in Q2 2024.
  • 1,701 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.