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First Personal Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

First Personal Financial Services’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 		$1.51M Buy
15,790
+92
+0.6% +$8.49K 0.32% 65
2024
Q2 		$1.45M Buy
15,698
+1
+0% +$86 0.33% 64
2024
Q1 		$1.33M Sell
15,697
-277
-2% -$22.3K 0.31% 63
2023
Q4 		$1.2M Sell
15,974
-296
-2% -$21.1K 0.29% 62
2023
Q3 		$1.11M Sell
16,270
-200
-1% -$14.2K 0.29% 61
2023
Q2 		$1.16M Sell
16,470
-664
-4% -$43.9K 0.29% 62
2023
Q1 		$1.09M Sell
17,134
-904
-5% -$55.3K 0.28% 62
2022
Q4 		$1.06M Sell
18,038
-238
-1% -$14.3K 0.29% 62
2022
Q3 		$1.06M Buy
18,276
+61
+0.3% +$3.96K 0.31% 62
2022
Q2 		$1.1M Buy
18,215
+558
+3% +$36.9K 0.31% 64
2022
Q1 		$1.35M Sell
17,657
-715
-4% -$53.7K 0.31% 63
2021
Q4 		$1.54M Buy
18,372
+521
+3% +$42K 0.34% 61
2021
Q3 		$1.32M Buy
17,851
+451
+3% +$34.4K 0.33% 60
2021
Q2 		$1.27M Sell
17,400
-583
-3% -$40.4K 0.32% 60
2021
Q1 		$1.17M Sell
17,983
-3,019
-14% -$195K 0.32% 62
2020
Q4 		$1.34M Sell
21,002
-494
-2% -$30K 0.38% 59
2020
Q3 		$1.24M Buy
21,496
+968
+5% +$54.8K 0.4% 57
2020
Q2 		$1.06M Sell
20,528
-104
-0.5% -$4.99K 0.36% 58
2020
Q1 		$851K Buy
20,632
+3,020
+17% +$143K 0.33% 62
2019
Q4 		$853K Sell
17,612
-960
-5% -$44.5K 0.28% 64
2019
Q3 		$836K Sell
18,572
-120
-0.6% -$5.43K 0.26% 69
2019
Q2 		$838K Sell
18,692
-328
-2% -$14.4K 0.24% 86
2019
Q1 		$820K Buy
19,020
+588
+3% +$24.1K 0.25% 85
2018
Q4 		$694K Buy
18,432
+2,684
+17% +$109K 0.24% 86
2018
Q3 		$698K Buy
15,748
+160
+1% +$6.88K 0.22% 93
2018
Q2 		$634K Buy
15,588
+1,308
+9% +$52.5K 0.21% 98
2018
Q1 		$554K Sell
14,280
-33,596
-70% -$1.34M 0.12% 140
2017
Q4 		$1.83M Buy
47,876
+11,460
+31% +$428K 0.36% 74
2017
Q3 		$1.31M Buy
36,416
+220
+0.6% +$7.75K 0.28% 85
2017
Q2 		$1.24M Buy
36,196
+200
+0.6% +$6.78K 0.27% 89
2017
Q1 		$1.18M Buy
35,996
+428
+1% +$13.7K 0.28% 84
2016
Q4 		$1.08M Buy
35,568
+320
+0.9% +$9.67K 0.29% 84
2016
Q3 		$1.07M Sell
35,248
-27,712
-44% -$840K 0.31% 81
2016
Q2 		$1.83M Buy
62,960
+29,040
+86% +$843K 0.63% 55
2016
Q1 		$983K Buy
33,920
+27,200
+405% +$748K 0.49% 58
2015
Q4 		$195K Sell
6,720
-520
-7% -$15.1K 0.11% 114
2015
Q3 		$196K Buy
7,240
+732
+11% +$20.8K 0.12% 113
2015
Q2 		$186K Sell
6,508
-400
-6% -$11.6K 0.11% 114
2015
Q1 		$197K Hold
6,908
– – 0.12% 114
2014
Q4 		$192K Buy
+6,908
New +$189K 0.11% 113

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

First Personal Financial Services's IVW Position: Q3 2024 in Review

First Personal Financial Services increased its iShares S&P 500 Growth ETF (IVW) stake by 0.59% in Q3 2024, buying an estimated $8.49K and bringing the position to 15,790 shares worth $1.51M. The position accounts for 0.32% of the portfolio, ranked #65.

First Personal Financial Services first reported a position in IVW in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.83M in Q2 2016. 1,701 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

  • First Personal Financial Services held 15,790 shares of iShares S&P 500 Growth ETF worth $1.51M as of Q3 2024.
  • First Personal Financial Services bought 92 iShares S&P 500 Growth ETF shares in Q3 2024, an estimated $8.49K.
  • iShares S&P 500 Growth ETF made up 0.32% of First Personal Financial Services's portfolio in Q3 2024, its #65 holding.
  • First Personal Financial Services first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's iShares S&P 500 Growth ETF position peaked at $1.83M in Q2 2016.
  • 1,701 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.