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

Provident Wealth Management’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	–	Sell	-270	Closed	-$25.9K	–	128
2024 Q3	$25.9K	Sell	270 -10	-4%	-$923	0.01%	109
2024 Q2	$25.9K	Sell	280 -105	-27%	-$9.05K	0.01%	104
2024 Q1	$32.5K	Hold	385	–	–	0.01%	90
2023 Q4	$28.9K	Sell	385 -20	-5%	-$1.42K	0.01%	76
2023 Q3	$27.7K	Hold	405	–	–	0.01%	72
2023 Q2	$28.5K	Sell	405 -27	-6%	-$1.78K	0.01%	73
2023 Q1	$27.6K	Hold	432	–	–	0.01%	76
2022 Q4	$25.3K	Hold	432	–	–	0.01%	73
2022 Q3	$25K	Sell	432 -20	-4%	-$1.3K	0.02%	74
2022 Q2	$27K	Hold	452	–	–	0.02%	75
2022 Q1	$35K	Sell	452 -348	-44%	-$26.1K	0.02%	80
2021 Q4	$67K	Hold	800	–	–	0.04%	71
2021 Q3	$59K	Hold	800	–	–	0.04%	66
2021 Q2	$58K	Hold	800	–	–	0.05%	67
2021 Q1	$52K	Hold	800	–	–	0.06%	59
2020 Q4	$51K	Hold	800	–	–	0.06%	58
2020 Q3	$46K	Hold	800	–	–	0.05%	93
2020 Q2	$41K	Hold	800	–	–	0.05%	50
2020 Q1	$33K	Hold	800	–	–	0.04%	45
2019 Q4	$39K	Buy	+800	New	+$37.1K	0.03%	51

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Provident Wealth Management's IVW Position: Q4 2024 in Review

Provident Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2024, closing a stake of 270 shares — an estimated $25.9K sold.

Provident Wealth Management first reported a position in IVW in Q4 2019 and held it in 20 quarters. The position peaked at $67K in Q4 2021. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

Provident Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
Provident Wealth Management sold 270 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $25.9K.
Provident Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 20 quarters.
Provident Wealth Management's iShares S&P 500 Growth ETF position peaked at $67K in Q4 2021.
1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Provident Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.