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Institutional & Family Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Institutional & Family Asset 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 		$17.9K Sell
193
-107
-36% -$9.22K ﹤0.01% 353
2024
Q1 		$25.3K Hold
300
– – ﹤0.01% 309
2023
Q4 		$22.5K Hold
300
– – ﹤0.01% 308
2023
Q3 		$20.5K Hold
300
– – ﹤0.01% 303
2023
Q2 		$21.1K Hold
300
– – ﹤0.01% 305
2023
Q1 		$19.2K Hold
300
– – ﹤0.01% 315
2022
Q4 		$17.6K Hold
300
– – ﹤0.01% 320
2022
Q3 		$17K Hold
300
– – ﹤0.01% 328
2022
Q2 		$18K Hold
300
– – ﹤0.01% 322
2022
Q1 		$23K Sell
300
-3,931
-93% -$295K ﹤0.01% 340
2021
Q4 		$354K Hold
4,231
– – 0.06% 129
2021
Q3 		$313K Sell
4,231
-5,181
-55% -$395K 0.05% 148
2021
Q2 		$685K Sell
9,412
-244
-3% -$16.9K 0.11% 111
2021
Q1 		$629K Sell
9,656
-6,411
-40% -$414K 0.12% 110
2020
Q4 		$1.02M Sell
16,067
-4,265
-21% -$259K 0.22% 87
2020
Q3 		$1.18M Sell
20,332
-247,604
-92% -$14M 0.27% 81
2020
Q2 		$13.9M Buy
267,936
+124
+0% +$5.94K 2.88% 3
2020
Q1 		$11.1M Sell
267,812
-200
-0.1% -$9.46K 2.55% 5
2019
Q4 		$13M Sell
268,012
-3,092
-1% -$143K 2.74% 3
2019
Q3 		$12.2M Sell
271,104
-5,460
-2% -$247K 2.68% 3
2019
Q2 		$12.4M Sell
276,564
-68
-0% -$2.99K 2.68% 4
2019
Q1 		$11.9M Sell
276,632
-348
-0.1% -$14.3K 2.51% 5
2018
Q4 		$10.4M Buy
276,980
+13,384
+5% +$542K 2.34% 5
2018
Q3 		$11.7M Buy
263,596
+4,896
+2% +$210K 2.31% 5
2018
Q2 		$10.5M Hold
258,700
– – 2.19% 6
2018
Q1 		$10M Buy
258,700
+388
+0.2% +$15.5K 2.12% 5
2017
Q4 		$9.87M Hold
258,312
– – 1.89% 6
2017
Q3 		$9.26M Buy
+258,312
New +$9.1M 1.86% 7

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Institutional & Family Asset Management's IVW Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 36% in Q2 2024, selling an estimated $9.22K and leaving 193 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Institutional & Family Asset Management first reported a position in IVW in Q3 2017 and has held it in 28 quarters since. The position peaked at $13.9M in Q2 2020. 1,657 funds tracked by Wall St. Rank hold IVW as of Q2 2024.

  • Institutional & Family Asset Management held 193 shares of iShares S&P 500 Growth ETF worth $17.9K as of Q2 2024.
  • Institutional & Family Asset Management sold 107 iShares S&P 500 Growth ETF shares in Q2 2024, an estimated $9.22K.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #353 holding.
  • Institutional & Family Asset Management first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and has held it in 28 quarters since.
  • Institutional & Family Asset Management's iShares S&P 500 Growth ETF position peaked at $13.9M in Q2 2020.
  • 1,657 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.