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Life Planning Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Life Planning Partners’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
Q1 		– Sell
-424
Closed -$31.8K – 146
2023
Q4 		$31.8K Buy
+424
New +$30.2K 0.03% 118
2022
Q3 		$24.5K Hold
424
– – 0.03% 111
2022
Q2 		$25K Hold
424
– – 0.03% 111
2022
Q1 		$33K Hold
424
– – 0.03% 104
2021
Q4 		$36K Buy
+424
New +$34.2K 0.04% 98

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Life Planning Partners's IVW Position: Q1 2024 in Review

Life Planning Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2024, closing a stake of 424 shares — an estimated $31.8K sold.

Life Planning Partners first reported a position in IVW in Q4 2021 and held it in 5 quarters. The position peaked at $36K in Q4 2021. 1,596 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

  • Life Planning Partners reported no remaining iShares S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 424 iShares S&P 500 Growth ETF shares in Q1 2024, an estimated $31.8K.
  • Life Planning Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's iShares S&P 500 Growth ETF position peaked at $36K in Q4 2021.
  • 1,596 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.