Peterson Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Peterson Financial 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 Q3	$13.9K	Buy	+145	New	+$13.4K	0.05%	173

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

Peterson Financial Group's IVW Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2024: 145 shares worth $13.9K. The stake represents 0.05% of the portfolio and ranks #173 among its holdings.

1,705 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

Peterson Financial Group held 145 shares of iShares S&P 500 Growth ETF worth $13.9K as of Q3 2024.
iShares S&P 500 Growth ETF was a new Peterson Financial Group position in Q3 2024.
iShares S&P 500 Growth ETF made up 0.05% of Peterson Financial Group's portfolio in Q3 2024, its #173 holding.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.