Householder Group Estate & Retirement Specialist’s iShares S&P 500 Growth ETF IVW Stock Holding History

Householder Group Estate & Retirement Specialist’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	$19K	Sell	190 -45,353	-100%	-$4.52M	0.01%	292
2024 Q3	$4.36M	Sell	45,543 -286	-0.6%	-$26.4K	1.27%	17
2024 Q2	$4.24M	Buy	45,829 +2,858	+7%	+$246K	1.19%	17
2024 Q1	$3.63M	Buy	42,971 +1,521	+4%	+$122K	1.08%	17
2023 Q4	$3.11M	Buy	41,450 +1,876	+5%	+$134K	1.02%	17
2023 Q3	$2.71M	Buy	+39,574	New	+$2.8M	0.98%	18
2023 Q1	$2.2M	Buy	+34,494	New	+$2.11M	0.85%	22
2022 Q4	–	Sell	-33,283	Closed	-$1.93M	–	715
2022 Q3	$1.93M	Buy	33,283 +1,531	+5%	+$99.5K	0.79%	21
2022 Q2	$1.92M	Buy	31,752 +1,349	+4%	+$89.3K	0.86%	23
2022 Q1	$2.32M	Buy	30,403 +4,244	+16%	+$319K	0.94%	24
2021 Q4	$2.19M	Buy	+26,159	New	+$2.11M	0.82%	26

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IVW Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares S&P 500 Growth ETF (IVW) stake by 100% in Q4 2024, selling an estimated $4.52M and leaving 190 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #292.

Householder Group Estate & Retirement Specialist first reported a position in IVW in Q4 2021 and has held it in 11 quarters since. The position peaked at $4.36M in Q3 2024. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

Householder Group Estate & Retirement Specialist held 190 shares of iShares S&P 500 Growth ETF worth $19K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 45,353 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $4.52M.
iShares S&P 500 Growth ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #292 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's iShares S&P 500 Growth ETF position peaked at $4.36M in Q3 2024.
1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.