ICA Group Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

ICA Group Wealth 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 Q2	$176K	Sell	1,905 -4,934	-72%	-$425K	0.11%	109
2024 Q1	$578K	Buy	6,839 +1,304	+24%	+$105K	0.12%	155
2023 Q4	$416K	Buy	5,535 +139	+3%	+$9.89K	0.09%	168
2023 Q3	$369K	Buy	5,396 +1,075	+25%	+$76.1K	0.1%	162
2023 Q2	$305K	Buy	4,321 +74	+2%	+$4.89K	0.08%	178
2023 Q1	$271K	Sell	4,247 -52	-1%	-$3.18K	0.06%	200
2022 Q4	$252K	Sell	4,299 -1,639	-28%	-$98.4K	0.06%	226
2022 Q3	$344K	Buy	5,938 +1,197	+25%	+$77.8K	0.07%	238
2022 Q2	$330K	Buy	4,741 +25	+0.5%	+$1.65K	0.06%	258
2022 Q1	$310K	Buy	+4,716	New	+$354K	0.06%	273

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

ICA Group Wealth Management's IVW Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 72% in Q2 2024, selling an estimated $425K and leaving 1,905 shares worth $176K. The position accounts for 0.11% of the portfolio, ranked #109.

ICA Group Wealth Management first reported a position in IVW in Q1 2022 and has held it in 10 quarters since. The position peaked at $578K in Q1 2024. 1,657 funds tracked by Wall St. Rank hold IVW as of Q2 2024.

ICA Group Wealth Management held 1,905 shares of iShares S&P 500 Growth ETF worth $176K as of Q2 2024.
ICA Group Wealth Management sold 4,934 iShares S&P 500 Growth ETF shares in Q2 2024, an estimated $425K.
iShares S&P 500 Growth ETF made up 0.11% of ICA Group Wealth Management's portfolio in Q2 2024, its #109 holding.
ICA Group Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's iShares S&P 500 Growth ETF position peaked at $578K in Q1 2024.
1,657 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.