Rain Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Rain Capital 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 Q2	$50.1K	Hold	579	–	–	0.04%	61
2024 Q1	$48.9K	Buy	579 +1	+0.2%	+$80	0.03%	62
2023 Q4	$43.4K	Buy	578 +3	+0.5%	+$214	0.03%	63
2023 Q3	$39.3K	Hold	575	–	–	0.04%	56
2023 Q2	$40.5K	Buy	575 +1	+0.2%	+$66	0.03%	59
2023 Q1	$36.6K	Buy	574 +2	+0.3%	+$122	0.03%	61
2022 Q4	$33.5K	Buy	+572	New	+$34.3K	0.03%	65

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Rain Capital Management's IVW Position: Q2 2024 in Review

Rain Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2024 at 579 shares worth $50.1K. The position accounts for 0.04% of the portfolio, ranked #61.

Rain Capital Management first reported a position in IVW in Q4 2022 and has held it in 7 quarters since. 1,661 funds tracked by Wall St. Rank hold IVW as of Q2 2024.

Rain Capital Management held 579 shares of iShares S&P 500 Growth ETF worth $50.1K as of Q2 2024.
Rain Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2024.
iShares S&P 500 Growth ETF made up 0.04% of Rain Capital Management's portfolio in Q2 2024, its #61 holding.
Rain Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 7 quarters since.
1,661 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2024.

Based on Rain Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.