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Provence Wealth Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Provence Wealth Management 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
2023
Q4 		$12.2K Hold
163
– – 0.01% 299
2023
Q3 		$11.2K Buy
+163
New +$11.5K 0.01% 295

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Provence Wealth Management Group's IVW Position: Q4 2023 in Review

Provence Wealth Management Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2023 at 163 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #299.

Provence Wealth Management Group first reported a position in IVW in Q3 2023 and has held it in 2 quarters since. 1,548 funds tracked by Wall St. Rank hold IVW as of Q4 2023.

  • Provence Wealth Management Group held 163 shares of iShares S&P 500 Growth ETF worth $12.2K as of Q4 2023.
  • Provence Wealth Management Group left its iShares S&P 500 Growth ETF share count unchanged in Q4 2023.
  • iShares S&P 500 Growth ETF made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #299 holding.
  • Provence Wealth Management Group first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 2 quarters since.
  • 1,548 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.