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Payden & Rygel Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Payden & Rygel Investment Group’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 		$1.23M Sell
13,306
-208,969
-94% -$18M 0.1% 81
2024
Q1 		$18.8M Buy
+222,275
New +$17.9M 0.88% 33
2023
Q3 		$23.1M Buy
+336,899
New +$23.8M 1.57% 11

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Payden & Rygel Investment Group's IVW Position: Q2 2024 in Review

Payden & Rygel Investment Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 94% in Q2 2024, selling an estimated $18M and leaving 13,306 shares worth $1.23M. The position accounts for 0.1% of the portfolio, ranked #81.

Payden & Rygel Investment Group first reported a position in IVW in Q3 2023 and has held it in 3 quarters since. The position peaked at $23.1M in Q3 2023. 1,657 funds tracked by Wall St. Rank hold IVW as of Q2 2024.

  • Payden & Rygel Investment Group held 13,306 shares of iShares S&P 500 Growth ETF worth $1.23M as of Q2 2024.
  • Payden & Rygel Investment Group sold 208,969 iShares S&P 500 Growth ETF shares in Q2 2024, an estimated $18M.
  • iShares S&P 500 Growth ETF made up 0.1% of Payden & Rygel Investment Group's portfolio in Q2 2024, its #81 holding.
  • Payden & Rygel Investment Group first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 3 quarters since.
  • Payden & Rygel Investment Group's iShares S&P 500 Growth ETF position peaked at $23.1M in Q3 2023.
  • 1,657 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2024.

Based on Payden & Rygel Investment Group's 13F filing for Q2 2024, filed 12 Aug 2024.