LIG
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Lokken Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lokken Investment 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
Q3 		– Sell
-3,422
Closed -$317K – 159
2024
Q2 		$317K Buy
+3,422
New +$295K 0.15% 102

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Lokken Investment Group's IVW Position: Q3 2024 in Review

Lokken Investment Group sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2024, closing a stake of 3,422 shares — an estimated $317K sold.

Lokken Investment Group first reported a position in IVW in Q2 2024 and held it in 1 quarter. The position peaked at $317K in Q2 2024. 1,701 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

  • Lokken Investment Group reported no remaining iShares S&P 500 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Lokken Investment Group sold 3,422 iShares S&P 500 Growth ETF shares in Q3 2024, an estimated $317K.
  • Lokken Investment Group first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and held it in 1 quarter.
  • Lokken Investment Group's iShares S&P 500 Growth ETF position peaked at $317K in Q2 2024.
  • 1,701 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on Lokken Investment Group's 13F filing for Q3 2024, filed 12 Nov 2024.