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FDx Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

FDx Advisors’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
-8,843
Closed -$664K – 499
2023
Q4 		$664K Sell
8,843
-11
-0.1% -$783 0.05% 329
2023
Q3 		$606K Buy
+8,854
New +$627K 0.05% 313
2019
Q3 		– Sell
-18,572
Closed -$832K – 720
2019
Q2 		$832K Sell
18,572
-5,056
-21% -$222K 0.03% 365
2019
Q1 		$1.02M Buy
+23,628
New +$968K 0.04% 291
2018
Q4 		– Sell
-29,176
Closed -$1.29M – 682
2018
Q3 		$1.29M Sell
29,176
-5,232
-15% -$225K 0.05% 289
2018
Q2 		$1.4M Sell
34,408
-41,052
-54% -$1.65M 0.05% 295
2018
Q1 		$2.92M Buy
75,460
+22,452
+42% +$896K 0.09% 201
2017
Q4 		$2.02M Sell
53,008
-46,180
-47% -$1.73M 0.06% 309
2017
Q3 		$3.56M Sell
99,188
-80,192
-45% -$2.82M 0.1% 169
2017
Q2 		$6.14M Buy
179,380
+35,320
+25% +$1.2M 0.18% 90
2017
Q1 		$4.74M Sell
144,060
-24,016
-14% -$771K 0.14% 127
2016
Q4 		$5.12M Buy
168,076
+72,516
+76% +$2.19M 0.15% 126
2016
Q3 		$2.9M Sell
95,560
-617,380
-87% -$18.7M 0.12% 138
2016
Q2 		$20.8M Buy
712,940
+48,688
+7% +$1.41M 0.94% 20
2016
Q1 		$19.2M Buy
664,252
+255,552
+63% +$7.03M 0.88% 20
2015
Q4 		$11.8M Buy
408,700
+382,488
+1,459% +$11.1M 0.54% 41
2015
Q3 		$706K Sell
26,212
-575,168
-96% -$16.3M 0.06% 349
2015
Q2 		$17.1M Sell
601,380
-33,420
-5% -$969K 0.85% 15
2015
Q1 		$18.1M Buy
634,800
+529,956
+505% +$15M 0.4% 60
2014
Q4 		$2.93M Buy
104,844
+43,936
+72% +$1.2M 0.18% 99
2014
Q3 		$1.63M Buy
+60,908
New +$1.62M 0.11% 191
2014
Q2 		– Sell
-1,304,000
Closed -$32.5M – 987
2014
Q1 		$32.5M Buy
1,304,000
+742,796
+132% +$18.3M 2.72% 3
2013
Q4 		$13.9M Buy
+561,204
New +$13.2M 1.38% 12

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

FDx Advisors's IVW Position: Q1 2024 in Review

FDx Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2024, closing a stake of 8,843 shares — an estimated $664K sold.

FDx Advisors first reported a position in IVW in Q4 2013 and held it in 23 quarters. The position peaked at $32.5M in Q1 2014. 1,596 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

  • FDx Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 8,843 iShares S&P 500 Growth ETF shares in Q1 2024, an estimated $664K.
  • FDx Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and held it in 23 quarters.
  • FDx Advisors's iShares S&P 500 Growth ETF position peaked at $32.5M in Q1 2014.
  • 1,596 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.