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Maxwell Wealth Strategies’s iShares S&P 500 Growth ETF IVW Stock Holding History

Maxwell Wealth Strategies’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
Q4 		$8.24M Buy
81,153
+3,808
+5% +$380K 3.36% 3
2024
Q3 		$7.49M Buy
77,345
+1,095
+1% +$101K 3.18% 3
2024
Q2 		$7.06M Buy
76,250
+29,909
+65% +$2.58M 3.46% 3
2024
Q1 		$4M Buy
46,341
+27,779
+150% +$2.23M 2.03% 11
2023
Q4 		$1.39M Buy
+18,562
New +$1.32M 0.91% 40

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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

Maxwell Wealth Strategies's IVW Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its iShares S&P 500 Growth ETF (IVW) stake by 4.9% in Q4 2024, buying an estimated $380K and bringing the position to 81,153 shares worth $8.24M. The position accounts for 3.36% of the portfolio, ranked #3.

Maxwell Wealth Strategies first reported a position in IVW in Q4 2023 and has held it in 5 quarters since. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Maxwell Wealth Strategies held 81,153 shares of iShares S&P 500 Growth ETF worth $8.24M as of Q4 2024.
  • Maxwell Wealth Strategies bought 3,808 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $380K.
  • iShares S&P 500 Growth ETF made up 3.36% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #3 holding.
  • Maxwell Wealth Strategies first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.