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HTLF Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History

HTLF Bank’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 		$533K Buy
5,252
+104
+2% +$10.4K 0.06% 125
2024
Q3 		$493K Sell
5,148
-231
-4% -$21.3K 0.05% 139
2024
Q2 		$498K Buy
5,379
+1,800
+50% +$155K 0.06% 142
2024
Q1 		$302K Hold
3,579
– – 0.03% 182
2023
Q4 		$269K Buy
+3,579
New +$255K 0.03% 188

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

HTLF Bank's IVW Position: Q4 2024 in Review

HTLF Bank increased its iShares S&P 500 Growth ETF (IVW) stake by 2% in Q4 2024, buying an estimated $10.4K and bringing the position to 5,252 shares worth $533K. The position accounts for 0.06% of the portfolio, ranked #125.

HTLF Bank first reported a position in IVW in Q4 2023 and has held it in 5 quarters since. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • HTLF Bank held 5,252 shares of iShares S&P 500 Growth ETF worth $533K as of Q4 2024.
  • HTLF Bank bought 104 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $10.4K.
  • iShares S&P 500 Growth ETF made up 0.06% of HTLF Bank's portfolio in Q4 2024, its #125 holding.
  • HTLF Bank first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.