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Gunn & Company Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Gunn & Company Investment 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
Q3 		– Sell
-5,731
Closed -$530K – 100
2024
Q2 		$530K Buy
+5,731
New +$494K 0.03% 88
2024
Q1 		– Sell
-5,832
Closed -$438K – 97
2023
Q4 		$438K Buy
+5,832
New +$415K 0.03% 80

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 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

Gunn & Company Investment Management's IVW Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2024, closing a stake of 5,731 shares — an estimated $530K sold.

Gunn & Company Investment Management first reported a position in IVW in Q4 2023 and held it in 2 quarters. The position peaked at $530K in Q2 2024. 1,702 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 5,731 iShares S&P 500 Growth ETF shares in Q3 2024, an estimated $530K.
  • Gunn & Company Investment Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's iShares S&P 500 Growth ETF position peaked at $530K in Q2 2024.
  • 1,702 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.