FTDI
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First Trust Direct Indexing’s iShares S&P 500 Growth ETF IVW Stock Holding History

First Trust Direct Indexing’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
-3,172
Closed -$304K – 457
2024
Q3 		$304K Buy
3,172
+74
+2% +$6.83K 0.02% 728
2024
Q2 		$287K Buy
+3,098
New +$267K 0.02% 686

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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 Trust Direct Indexing's IVW Position: Q4 2024 in Review

First Trust Direct Indexing sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2024, closing a stake of 3,172 shares — an estimated $304K sold.

First Trust Direct Indexing first reported a position in IVW in Q2 2024 and held it in 2 quarters. The position peaked at $304K in Q3 2024. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • First Trust Direct Indexing reported no remaining iShares S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,172 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $304K.
  • First Trust Direct Indexing first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's iShares S&P 500 Growth ETF position peaked at $304K in Q3 2024.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.