Ironwood Wealth Management (Arizona)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ironwood Wealth Management (Arizona)’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	–	Sell	-403	Closed	-$34K	–	45
2024 Q1	$34K	Buy	+403	New	+$32.4K	0.01%	39
2021 Q1	–	Sell	-44	Closed	-$3K	–	50
2020 Q4	$3K	Hold	44	–	–	﹤0.01%	46
2020 Q3	$2K	Hold	44	–	–	﹤0.01%	42
2020 Q2	$2K	Hold	44	–	–	﹤0.01%	42
2020 Q1	$2K	Hold	44	–	–	﹤0.01%	48
2019 Q4	$2K	Hold	44	–	–	﹤0.01%	51
2019 Q3	$2K	Hold	44	–	–	﹤0.01%	52
2019 Q2	$2K	Hold	44	–	–	﹤0.01%	57
2019 Q1	$2K	Hold	44	–	–	﹤0.01%	55
2018 Q4	$2K	Hold	44	–	–	﹤0.01%	55
2018 Q3	$2K	Hold	44	–	–	﹤0.01%	56
2018 Q2	$2K	Buy	+44	New	+$1.77K	﹤0.01%	55
2017 Q3	$13K	Buy	+372	New	+$13.1K	0.01%	57

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

Ironwood Wealth Management (Arizona)'s IVW Position: Q2 2024 in Review

Ironwood Wealth Management (Arizona) sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2024, closing a stake of 403 shares — an estimated $34K sold.

Ironwood Wealth Management (Arizona) first reported a position in IVW in Q3 2017 and held it in 13 quarters. The position peaked at $34K in Q1 2024. 1,657 funds tracked by Wall St. Rank hold IVW as of Q2 2024.

Ironwood Wealth Management (Arizona) reported no remaining iShares S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
Ironwood Wealth Management (Arizona) sold 403 iShares S&P 500 Growth ETF shares in Q2 2024, an estimated $34K.
Ironwood Wealth Management (Arizona) first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and held it in 13 quarters.
Ironwood Wealth Management (Arizona)'s iShares S&P 500 Growth ETF position peaked at $34K in Q1 2024.
1,657 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2024.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 8 Aug 2024.