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J. Goldman & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

J. Goldman & Co’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 		– Sell
-8,091
Closed -$775K – 544
2024
Q3 		$775K Buy
+8,091
New +$747K 0.02% 313
2024
Q2 		– Sell
-31,606
Closed -$2.67M – 523
2024
Q1 		$2.67M Buy
31,606
+27,871
+746% +$2.24M 0.09% 199
2023
Q4 		$280K Buy
+3,735
New +$266K 0.01% 288
2023
Q1 		– Sell
-52,123
Closed -$3.05M – 420
2022
Q4 		$3.05M Buy
52,123
+18,417
+55% +$1.11M 0.15% 143
2022
Q3 		$1.95M Buy
33,706
+11,112
+49% +$722K 0.09% 209
2022
Q2 		$1.36M Buy
22,594
+5,171
+30% +$342K 0.07% 236
2022
Q1 		$1.33M Buy
17,423
+1,361
+8% +$102K 0.06% 232
2021
Q4 		$1.34M Buy
16,062
+4,211
+36% +$339K 0.07% 240
2021
Q3 		$876K Buy
11,851
+5,069
+75% +$386K 0.04% 251
2021
Q2 		$493K Buy
+6,782
New +$469K 0.02% 329
2020
Q4 		– Sell
-115,144
Closed -$6.65M – 425
2020
Q3 		$6.65M Buy
115,144
+107,844
+1,477% +$6.1M 0.45% 69
2020
Q2 		$379K Sell
7,300
-80,712
-92% -$3.87M 0.02% 228
2020
Q1 		$3.63M Buy
88,012
+68,340
+347% +$3.23M 0.44% 62
2019
Q4 		$952K Buy
19,672
+2,924
+17% +$136K 0.07% 187
2019
Q3 		$754K Buy
16,748
+6,680
+66% +$302K 0.06% 197
2019
Q2 		$451K Sell
10,068
-1,852
-16% -$81.5K 0.03% 225
2019
Q1 		$514K Buy
11,920
+3,764
+46% +$154K 0.03% 231
2018
Q4 		$307K Buy
+8,156
New +$330K 0.02% 217
2017
Q4 		– Sell
-25,600
Closed -$918K – 387
2017
Q3 		$918K Buy
+25,600
New +$902K 0.05% 242
2017
Q1 		– Sell
-187,200
Closed -$5.7M – 364
2016
Q4 		$5.7M Buy
+187,200
New +$5.65M 0.38% 83

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

J. Goldman & Co's IVW Position: Q4 2024 in Review

J. Goldman & Co sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2024, closing a stake of 8,091 shares — an estimated $775K sold.

J. Goldman & Co first reported a position in IVW in Q4 2016 and held it in 20 quarters. The position peaked at $6.65M in Q3 2020. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • J. Goldman & Co reported no remaining iShares S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • J. Goldman & Co sold 8,091 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $775K.
  • J. Goldman & Co first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and held it in 20 quarters.
  • J. Goldman & Co's iShares S&P 500 Growth ETF position peaked at $6.65M in Q3 2020.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on J. Goldman & Co's 13F filing for Q4 2024, filed 14 Feb 2025.