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Private Portfolio Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Private Portfolio 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
Q4 		$453K Buy
4,463
+25
+0.6% +$2.49K 0.08% 179
2024
Q3 		$425K Buy
+4,438
New +$410K 0.08% 180
2024
Q2 		– Sell
-4,430
Closed -$374K – 167
2024
Q1 		$374K Sell
4,430
-302
-6% -$24.3K 0.08% 183
2023
Q4 		$355K Sell
4,732
-129
-3% -$9.18K 0.08% 182
2023
Q3 		$333K Sell
4,861
-125
-3% -$8.85K 0.09% 183
2023
Q2 		$351K Buy
4,986
+75
+2% +$4.96K 0.09% 175
2023
Q1 		$314K Sell
4,911
-98
-2% -$5.99K 0.09% 181
2022
Q4 		$293K Buy
5,009
+1
+0% +$60 0.08% 202
2022
Q3 		$290K Hold
5,008
– – 0.08% 196
2022
Q2 		$302K Sell
5,008
-525
-9% -$34.7K 0.08% 194
2022
Q1 		$423K Sell
5,533
-800
-13% -$60.1K 0.1% 173
2021
Q4 		$530K Buy
6,333
+400
+7% +$32.2K 0.14% 147
2021
Q3 		$439K Sell
5,933
-1
-0% -$76 0.13% 160
2021
Q2 		$432K Sell
5,934
-224
-4% -$15.5K 0.13% 157
2021
Q1 		$401K Sell
6,158
-8
-0.1% -$517 0.13% 151
2020
Q4 		$394K Buy
6,166
+42
+0.7% +$2.55K 0.14% 141
2020
Q3 		$354K Hold
6,124
– – 0.14% 141
2020
Q2 		$318K Buy
6,124
+136
+2% +$6.52K 0.15% 138
2020
Q1 		$247K Buy
5,988
+32
+0.5% +$1.51K 0.13% 154
2019
Q4 		$288K Sell
5,956
-104
-2% -$4.82K 0.13% 154
2019
Q3 		$273K Hold
6,060
– – 0.13% 160
2019
Q2 		$272K Buy
6,060
+72
+1% +$3.17K 0.12% 177
2019
Q1 		$258K Sell
5,988
-7,272
-55% -$298K 0.14% 162
2018
Q4 		$499K Buy
+13,260
New +$537K 0.31% 82

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

Private Portfolio Partners's IVW Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 0.56% in Q4 2024, buying an estimated $2.49K and bringing the position to 4,463 shares worth $453K. The position accounts for 0.08% of the portfolio, ranked #179.

Private Portfolio Partners first reported a position in IVW in Q4 2018 and has held it in 24 quarters since. The position peaked at $530K in Q4 2021. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Private Portfolio Partners held 4,463 shares of iShares S&P 500 Growth ETF worth $453K as of Q4 2024.
  • Private Portfolio Partners bought 25 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $2.49K.
  • iShares S&P 500 Growth ETF made up 0.08% of Private Portfolio Partners's portfolio in Q4 2024, its #179 holding.
  • Private Portfolio Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's iShares S&P 500 Growth ETF position peaked at $530K in Q4 2021.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.