LDB
IVW icon

Lee, Danner & Bass’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-1,200
Closed -$122K – 477
2024
Q4 		$122K Buy
+1,200
New +$120K 0.01% 249

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lee, Danner & Bass's IVW Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 1,200 shares — an estimated $122K sold.

Lee, Danner & Bass first reported a position in IVW in Q4 2024 and held it in 1 quarter. The position peaked at $122K in Q4 2024. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 1,200 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $122K.
  • Lee, Danner & Bass first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares S&P 500 Growth ETF position peaked at $122K in Q4 2024.
  • 1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.