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Kiely Wealth Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kiely Wealth Advisory Group’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 		$15.7K Hold
149
– – 0.01% 172
2024
Q3 		$15.1K Hold
149
– – 0.01% 172
2024
Q2 		$13K Hold
149
– – 0.01% 168
2024
Q1 		$12.3K Hold
149
– – 0.01% 155
2023
Q4 		$11.7K Buy
+149
New +$10.6K 0.01% 157

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

Kiely Wealth Advisory Group's IVW Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2024 at 149 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #172.

Kiely Wealth Advisory Group first reported a position in IVW in Q4 2023 and has held it in 5 quarters since. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Kiely Wealth Advisory Group held 149 shares of iShares S&P 500 Growth ETF worth $15.7K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares S&P 500 Growth ETF share count unchanged in Q4 2024.
  • iShares S&P 500 Growth ETF made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #172 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.