GYL Financial Synergies’s iShares S&P 500 Growth ETF IVW Stock Holding History

GYL Financial Synergies’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	$1.5M	Sell	15,716 -145	-0.9%	-$13.4K	0.11%	157
2024 Q2	$1.47M	Sell	15,861 -302	-2%	-$26K	0.11%	153
2024 Q1	$1.36M	Sell	16,163 -1,555	-9%	-$125K	0.11%	160
2023 Q4	$1.33M	Sell	17,718 -632	-3%	-$45K	0.11%	160
2023 Q3	$1.26M	Hold	18,350	–	–	0.12%	154
2023 Q2	$1.29M	Buy	+18,350	New	+$1.21M	0.12%	156
2022 Q3	–	Sell	-4,092	Closed	-$247K	–	199
2022 Q2	$247K	Buy	+4,092	New	+$271K	0.07%	163

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

GYL Financial Synergies's IVW Position: Q3 2024 in Review

GYL Financial Synergies reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.91% in Q3 2024, selling an estimated $13.4K and leaving 15,716 shares worth $1.5M. The position accounts for 0.11% of the portfolio, ranked #157.

GYL Financial Synergies first reported a position in IVW in Q2 2022 and has held it in 7 quarters since. 1,705 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

GYL Financial Synergies held 15,716 shares of iShares S&P 500 Growth ETF worth $1.5M as of Q3 2024.
GYL Financial Synergies sold 145 iShares S&P 500 Growth ETF shares in Q3 2024, an estimated $13.4K.
iShares S&P 500 Growth ETF made up 0.11% of GYL Financial Synergies's portfolio in Q3 2024, its #157 holding.
GYL Financial Synergies first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 7 quarters since.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.