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Girard Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Girard Partners’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
Q2 		$425K Sell
4,587
-1,168
-20% -$101K 0.04% 191
2024
Q1 		$486K Buy
5,755
+515
+10% +$41.4K 0.05% 191
2023
Q4 		$394K Buy
5,240
+1
+0% +$71 0.04% 199
2023
Q3 		$358K Hold
5,239
– – 0.04% 190
2023
Q2 		$369K Hold
5,239
– – 0.04% 193
2023
Q1 		$335K Sell
5,239
-74
-1% -$4.52K 0.04% 203
2022
Q4 		$311K Hold
5,313
– – 0.04% 216
2022
Q3 		$307K Sell
5,313
-162
-3% -$10.5K 0.04% 201
2022
Q2 		$330K Buy
5,475
+1
+0% +$66 0.04% 188
2022
Q1 		$418K Sell
5,474
-4,044
-42% -$304K 0.05% 179
2021
Q4 		$796K Buy
9,518
+155
+2% +$12.5K 0.09% 142
2021
Q3 		$692K Sell
9,363
-228
-2% -$17.4K 0.09% 137
2021
Q2 		$697K Buy
9,591
+2,568
+37% +$178K 0.09% 136
2021
Q1 		$457K Sell
7,023
-460
-6% -$29.7K 0.07% 160
2020
Q4 		$477K Buy
7,483
+2,767
+59% +$168K 0.07% 150
2020
Q3 		$272K Sell
4,716
-620
-12% -$35.1K 0.05% 189
2020
Q2 		$276K Hold
5,336
– – 0.05% 188
2020
Q1 		$220K Sell
5,336
-96
-2% -$4.54K 0.04% 195
2019
Q4 		$262K Sell
5,432
-228
-4% -$10.6K 0.04% 199
2019
Q3 		$254K Hold
5,660
– – 0.05% 196
2019
Q2 		$253K Hold
5,660
– – 0.04% 212
2019
Q1 		$243K Sell
5,660
-580
-9% -$23.8K 0.05% 216
2018
Q4 		$235K Sell
6,240
-6,648
-52% -$269K 0.05% 210
2018
Q3 		$570K Sell
12,888
-1,100
-8% -$47.3K 0.1% 149
2018
Q2 		$569K Sell
13,988
-128
-0.9% -$5.14K 0.11% 159
2018
Q1 		$547K Buy
14,116
+88
+0.6% +$3.51K 0.13% 144
2017
Q4 		$536K Buy
14,028
+7,596
+118% +$284K 0.1% 161
2017
Q3 		$231K Sell
6,432
-940
-13% -$33.1K 0.05% 227
2017
Q2 		$252K Buy
7,372
+688
+10% +$23.3K 0.05% 221
2017
Q1 		$220K Buy
+6,684
New +$214K 0.05% 217

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Girard Partners's IVW Position: Q2 2024 in Review

Girard Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 20% in Q2 2024, selling an estimated $101K and leaving 4,587 shares worth $425K. The position accounts for 0.04% of the portfolio, ranked #191.

Girard Partners first reported a position in IVW in Q1 2017 and has held it in 30 quarters since. The position peaked at $796K in Q4 2021. 1,657 funds tracked by Wall St. Rank hold IVW as of Q2 2024.

  • Girard Partners held 4,587 shares of iShares S&P 500 Growth ETF worth $425K as of Q2 2024.
  • Girard Partners sold 1,168 iShares S&P 500 Growth ETF shares in Q2 2024, an estimated $101K.
  • iShares S&P 500 Growth ETF made up 0.04% of Girard Partners's portfolio in Q2 2024, its #191 holding.
  • Girard Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 30 quarters since.
  • Girard Partners's iShares S&P 500 Growth ETF position peaked at $796K in Q4 2021.
  • 1,657 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.