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

Janiczek 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	$8.14K	Hold	88	–	–	﹤0.01%	682
2024 Q1	$7.43K	Sell	88 -226	-72%	-$18.2K	﹤0.01%	722
2023 Q4	$23.6K	Hold	314	–	–	0.01%	517
2023 Q3	$21.6K	Hold	314	–	–	0.01%	514
2023 Q2	$22.1K	Hold	314	–	–	0.01%	448
2023 Q1	$20.3K	Sell	314 -75	-19%	-$4.58K	0.01%	453
2022 Q4	$23.3K	Sell	389 -129	-25%	-$7.75K	0.01%	436
2022 Q3	$30K	Buy	518 +1	+0.2%	+$65	0.01%	383
2022 Q2	$35K	Buy	517 +128	+33%	+$8.47K	0.01%	362
2022 Q1	$30K	Sell	389 -683	-64%	-$51.3K	0.01%	390
2021 Q4	$90K	Buy	+1,072	New	+$86.4K	0.03%	204

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

Janiczek Wealth Management's IVW Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2024 at 88 shares worth $8.14K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Janiczek Wealth Management first reported a position in IVW in Q4 2021 and has held it in 11 quarters since. The position peaked at $90K in Q4 2021. 1,657 funds tracked by Wall St. Rank hold IVW as of Q2 2024.

Janiczek Wealth Management held 88 shares of iShares S&P 500 Growth ETF worth $8.14K as of Q2 2024.
Janiczek Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2024.
iShares S&P 500 Growth ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #682 holding.
Janiczek Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 11 quarters since.
Janiczek Wealth Management's iShares S&P 500 Growth ETF position peaked at $90K in Q4 2021.
1,657 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.