Marshall Wace’s iShares S&P 500 Growth ETF IVW Stock Holding History

Marshall Wace’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 Q2	–	Sell	-62,536	Closed	-$5.28M	–	2736
2024 Q1	$5.28M	Buy	+62,536	New	+$5.02M	0.01%	980
2023 Q2	–	Sell	-6,660	Closed	-$426K	–	2703
2023 Q1	$426K	Buy	+6,660	New	+$407K	﹤0.01%	2167
2022 Q1	–	Sell	-32,196	Closed	-$2.69M	–	3663
2021 Q4	$2.69M	Buy	32,196 +25,043	+350%	+$2.02M	0.01%	1845
2021 Q3	$529K	Sell	7,153 -5,465	-43%	-$417K	﹤0.01%	2356
2021 Q2	$918K	Buy	+12,618	New	+$873K	﹤0.01%	1856
2020 Q2	–	Sell	-3,988	Closed	-$165K	–	1752
2020 Q1	$165K	Buy	+3,988	New	+$189K	﹤0.01%	1214
2019 Q2	–	Sell	-8,416	Closed	-$363K	–	1579
2019 Q1	$363K	Buy	8,416 +3,004	+56%	+$123K	﹤0.01%	1223
2018 Q4	$204K	Buy	+5,412	New	+$219K	﹤0.01%	1279
2018 Q3	–	Sell	-7,596	Closed	-$309K	–	1217
2018 Q2	$309K	Buy	+7,596	New	+$305K	﹤0.01%	630

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Marshall Wace's IVW Position: Q2 2024 in Review

Marshall Wace sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2024, closing a stake of 62,536 shares — an estimated $5.28M sold.

Marshall Wace first reported a position in IVW in Q2 2018 and held it in 9 quarters. The position peaked at $5.28M in Q1 2024. 1,657 funds tracked by Wall St. Rank hold IVW as of Q2 2024.

Marshall Wace reported no remaining iShares S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
Marshall Wace sold 62,536 iShares S&P 500 Growth ETF shares in Q2 2024, an estimated $5.28M.
Marshall Wace first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and held it in 9 quarters.
Marshall Wace's iShares S&P 500 Growth ETF position peaked at $5.28M in Q1 2024.
1,657 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2024.

Based on Marshall Wace's 13F filing for Q2 2024, filed 14 Aug 2024.