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Lake Street Advisors Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lake Street Advisors 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 		$901K Buy
8,875
+27
+0.3% +$2.69K 0.04% 239
2024
Q3 		$847K Buy
8,848
+101
+1% +$9.32K 0.04% 238
2024
Q2 		$809K Buy
8,747
+1
+0% +$86 0.04% 249
2024
Q1 		$739K Buy
8,746
+1
+0% +$80 0.03% 272
2023
Q4 		$657K Buy
+8,745
New +$622K 0.03% 285
2023
Q1 		– Sell
-10,309
Closed -$603K – 356
2022
Q4 		$603K Buy
10,309
+1
+0% +$60 0.04% 179
2022
Q3 		$596K Buy
10,308
+1
+0% +$65 0.04% 177
2022
Q2 		$622K Sell
10,307
-773
-7% -$51.2K 0.04% 165
2022
Q1 		$846K Buy
+11,080
New +$832K 0.05% 153

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.88B AUM 29.07% 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 $445B AUM 25.58% 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

Lake Street Advisors Group's IVW Position: Q4 2024 in Review

Lake Street Advisors Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.31% in Q4 2024, buying an estimated $2.69K and bringing the position to 8,875 shares worth $901K. The position accounts for 0.04% of the portfolio, ranked #239.

Lake Street Advisors Group first reported a position in IVW in Q1 2022 and has held it in 9 quarters since. 1,870 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Lake Street Advisors Group held 8,875 shares of iShares S&P 500 Growth ETF worth $901K as of Q4 2024.
  • Lake Street Advisors Group bought 27 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $2.69K.
  • iShares S&P 500 Growth ETF made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #239 holding.
  • Lake Street Advisors Group first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 9 quarters since.
  • 1,870 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.