New Potomac Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

New Potomac Partners’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	$34.5K	Buy	+360	New	+$33.2K	0.02%	127
2020 Q4	–	Sell	-360	Closed	-$21K	–	92
2020 Q3	$21K	Hold	360	–	–	0.02%	106
2020 Q2	$19K	Hold	360	–	–	0.02%	109
2020 Q1	$15K	Hold	360	–	–	0.02%	111
2019 Q4	$17K	Hold	360	–	–	0.02%	120
2019 Q3	$16K	Hold	360	–	–	0.02%	122
2019 Q2	$16K	Hold	360	–	–	0.02%	122
2019 Q1	$16K	Sell	360 -40	-10%	-$1.64K	0.02%	121
2018 Q4	$15K	Hold	400	–	–	0.02%	131
2018 Q3	$18K	Hold	400	–	–	0.02%	126
2018 Q2	$16K	Hold	400	–	–	0.02%	125
2018 Q1	$16K	Hold	400	–	–	0.02%	125
2017 Q4	$15K	Buy	+400	New	+$14.9K	0.01%	125

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

New Potomac Partners's IVW Position: Q3 2024 in Review

New Potomac Partners opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2024: 360 shares worth $34.5K. The stake represents 0.02% of the portfolio and ranks #127 among its holdings. This is a return to the name: New Potomac Partners previously reported a position in IVW as recently as Q3 2020.

New Potomac Partners first reported a position in IVW in Q4 2017 and has held it in 13 quarters since. 1,705 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

New Potomac Partners held 360 shares of iShares S&P 500 Growth ETF worth $34.5K as of Q3 2024.
iShares S&P 500 Growth ETF was a new New Potomac Partners position in Q3 2024.
iShares S&P 500 Growth ETF made up 0.02% of New Potomac Partners's portfolio in Q3 2024, its #127 holding.
New Potomac Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 13 quarters since.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.