JGC
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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
2017
Q3 		– Sell
-200,000
Closed -$6.84M – 362
2017
Q2 		$6.84M Buy
+200,000
New +$6.78M 0.37% 86

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.