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

Ratio Wealth 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 Q1	$361K	Hold	4,277	–	–	0.07%	63
2023 Q4	$321K	Hold	4,277	–	–	0.07%	62
2023 Q3	$293K	Hold	4,277	–	–	0.07%	59
2023 Q2	$301K	Buy	+4,277	New	+$283K	0.07%	55
2022 Q4	$250K	Hold	4,277	–	–	0.07%	52
2022 Q3	$247K	Hold	4,277	–	–	0.08%	52
2022 Q2	$258K	Hold	4,277	–	–	0.08%	47
2022 Q1	$327K	Hold	4,277	–	–	0.1%	47
2021 Q4	$358K	Hold	4,277	–	–	0.11%	41
2021 Q3	$316K	Buy	+4,277	New	+$326K	0.1%	44

Other funds holding IVW

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Ratio Wealth Group's IVW Position: Q1 2024 in Review

Ratio Wealth Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2024 at 4,277 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #63.

Ratio Wealth Group first reported a position in IVW in Q3 2021 and has held it in 10 quarters since. 1,596 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

Ratio Wealth Group held 4,277 shares of iShares S&P 500 Growth ETF worth $361K as of Q1 2024.
Ratio Wealth Group left its iShares S&P 500 Growth ETF share count unchanged in Q1 2024.
iShares S&P 500 Growth ETF made up 0.07% of Ratio Wealth Group's portfolio in Q1 2024, its #63 holding.
Ratio Wealth Group first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 10 quarters since.
1,596 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.