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IVW icon

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

Peninsula Wealth’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 		$65.9M Buy
649,125
+24,405
+4% +$2.43M 11.23% 2
2024
Q3 		$60.5M Buy
624,720
+30,420
+5% +$2.81M 10.57% 2
2024
Q2 		$56.9M Buy
594,300
+198,857
+50% +$17.1M 10.64% 2
2024
Q1 		$33.4M Buy
395,443
+162,664
+70% +$13.1M 6.66% 6
2023
Q4 		$17.5M Buy
232,779
+131,709
+130% +$9.38M 3.61% 8
2023
Q3 		$6.85M Buy
101,070
+20,863
+26% +$1.48M 1.6% 12
2023
Q2 		$5.65M Buy
80,207
+109
+0.1% +$7.21K 1.48% 14
2023
Q1 		$5.12M Buy
80,098
+304
+0.4% +$18.6K 1.48% 14
2022
Q4 		$4.67M Buy
79,794
+2,560
+3% +$154K 1.47% 13
2022
Q3 		$4.47M Sell
77,234
-1,488
-2% -$96.7K 1.58% 13
2022
Q2 		$4.75M Sell
78,722
-286
-0.4% -$18.9K 1.61% 13
2022
Q1 		$6.04M Buy
79,008
+91
+0.1% +$6.84K 1.72% 13
2021
Q4 		$6.6M Sell
78,917
-3,024
-4% -$244K 1.78% 13
2021
Q3 		$6.06M Sell
81,941
-592
-0.7% -$45.1K 1.92% 13
2021
Q2 		$6M Buy
82,533
+3,299
+4% +$228K 1.97% 13
2021
Q1 		$5.16M Buy
79,234
+83
+0.1% +$5.37K 1.85% 13
2020
Q4 		$5.05M Buy
79,151
+31,647
+67% +$1.92M 1.9% 13
2020
Q3 		$2.74M Buy
47,504
+96
+0.2% +$5.43K 1.18% 15
2020
Q2 		$2.46M Buy
47,408
+33,792
+248% +$1.62M 1.15% 14
2020
Q1 		$562K Buy
+13,616
New +$644K 0.31% 22

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

Peninsula Wealth's IVW Position: Q4 2024 in Review

Peninsula Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 3.9% in Q4 2024, buying an estimated $2.43M and bringing the position to 649,125 shares worth $65.9M. The position accounts for 11.23% of the portfolio, ranked #2.

Peninsula Wealth first reported a position in IVW in Q1 2020 and has held it in 20 quarters since. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Peninsula Wealth held 649,125 shares of iShares S&P 500 Growth ETF worth $65.9M as of Q4 2024.
  • Peninsula Wealth bought 24,405 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $2.43M.
  • iShares S&P 500 Growth ETF made up 11.23% of Peninsula Wealth's portfolio in Q4 2024, its #2 holding.
  • Peninsula Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 20 quarters since.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

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