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

Hibernia Wealth 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
Q4 		– Sell
-2,203
Closed -$211K – 89
2024
Q3 		$211K Sell
2,203
-130
-6% -$12K 0.06% 118
2024
Q2 		$216K Buy
+2,333
New +$201K 0.08% 80
2023
Q4 		– Sell
-704
Closed -$48.2K – 202
2023
Q3 		$48.2K Buy
+704
New +$49.8K 0.04% 89

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

Hibernia Wealth Partners's IVW Position: Q4 2024 in Review

Hibernia Wealth Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2024, closing a stake of 2,203 shares — an estimated $211K sold.

Hibernia Wealth Partners first reported a position in IVW in Q3 2023 and held it in 3 quarters. The position peaked at $216K in Q2 2024. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Hibernia Wealth Partners reported no remaining iShares S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Hibernia Wealth Partners sold 2,203 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $211K.
  • Hibernia Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and held it in 3 quarters.
  • Hibernia Wealth Partners's iShares S&P 500 Growth ETF position peaked at $216K in Q2 2024.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Hibernia Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.