Eukles Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Eukles 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 Q4	–	Sell	-148	Closed	-$14.2K	–	240
2024 Q3	$14.2K	Hold	148	–	–	0.01%	143
2024 Q2	$13.7K	Hold	148	–	–	0.01%	143
2024 Q1	$12.5K	Hold	148	–	–	0.01%	144
2023 Q4	$11.1K	Hold	148	–	–	0.01%	144
2023 Q3	$10.1K	Hold	148	–	–	0.01%	152
2023 Q2	$10.4K	Buy	+148	New	+$9.78K	0.01%	147
2020 Q1	–	Sell	-400	Closed	-$19K	–	160
2019 Q4	$19K	Sell	400 -412	-51%	-$19.1K	0.02%	119
2019 Q3	$37K	Hold	812	–	–	0.03%	109
2019 Q2	$36K	Buy	+812	New	+$35.7K	0.03%	108

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

Eukles Asset Management's IVW Position: Q4 2024 in Review

Eukles Asset Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2024, closing a stake of 148 shares — an estimated $14.2K sold.

Eukles Asset Management first reported a position in IVW in Q2 2019 and held it in 9 quarters. The position peaked at $37K in Q3 2019. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

Eukles Asset Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
Eukles Asset Management sold 148 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $14.2K.
Eukles Asset Management first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and held it in 9 quarters.
Eukles Asset Management's iShares S&P 500 Growth ETF position peaked at $37K in Q3 2019.
1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Eukles Asset Management's 13F filing for Q4 2024, filed 29 Jan 2025.