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Morningstar Investment Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Morningstar Investment Services’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 		– Sell
-103,651
Closed -$9.87M – 261
2024
Q3 		$9.87M Buy
103,651
+26,392
+34% +$2.44M 0.1% 126
2024
Q2 		$7.2M Buy
77,259
+45,355
+142% +$3.91M 0.08% 131
2024
Q1 		$2.7M Buy
31,904
+13,568
+74% +$1.09M 0.03% 150
2023
Q4 		$1.38M Buy
18,336
+13,647
+291% +$971K 0.01% 208
2023
Q3 		$322K Buy
+4,689
New +$332K ﹤0.01% 240

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.88B AUM 29.07% 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 $445B AUM 25.58% 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

Morningstar Investment Services's IVW Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2024, closing a stake of 103,651 shares — an estimated $9.87M sold.

Morningstar Investment Services first reported a position in IVW in Q3 2023 and held it in 5 quarters. The position peaked at $9.87M in Q3 2024. 1,870 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 103,651 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $9.87M.
  • Morningstar Investment Services first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and held it in 5 quarters.
  • Morningstar Investment Services's iShares S&P 500 Growth ETF position peaked at $9.87M in Q3 2024.
  • 1,870 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.