M&R Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

M&R Capital Management’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	$1.44K	Hold	15	–	–	﹤0.01%	536
2024 Q2	$1.39K	Hold	15	–	–	﹤0.01%	504
2024 Q1	$1.27K	Hold	15	–	–	﹤0.01%	513
2023 Q4	$1.13K	Hold	15	–	–	﹤0.01%	603
2023 Q3	$1.03K	Sell	15 -80	-84%	-$5.66K	﹤0.01%	585
2023 Q2	$6.7K	Hold	95	–	–	﹤0.01%	436
2023 Q1	$6.07K	Buy	95 +80	+533%	+$4.89K	﹤0.01%	431
2022 Q4	$877	Buy	+15	New	+$901	﹤0.01%	572

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

M&R Capital Management's IVW Position: Q3 2024 in Review

M&R Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2024 at 15 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

M&R Capital Management first reported a position in IVW in Q4 2022 and has held it in 8 quarters since. The position peaked at $6.7K in Q2 2023. 1,705 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

M&R Capital Management held 15 shares of iShares S&P 500 Growth ETF worth $1.44K as of Q3 2024.
M&R Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2024.
iShares S&P 500 Growth ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #536 holding.
M&R Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 8 quarters since.
M&R Capital Management's iShares S&P 500 Growth ETF position peaked at $6.7K in Q2 2023.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.