RG
IVW icon

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

Retirement 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 		$120K Hold
1,427
– – 0.04% 148
2023
Q4 		$107K Sell
1,427
-100
-7% -$7.12K 0.04% 150
2023
Q3 		$104K Hold
1,527
– – 0.04% 144
2023
Q2 		$108K Hold
1,527
– – 0.04% 140
2023
Q1 		$98K Buy
1,527
+20
+1% +$1.22K 0.04% 136
2022
Q4 		$88K Buy
1,507
+1,016
+207% +$61K 0.04% 135
2022
Q3 		$28K Sell
491
-2,064
-81% -$134K 0.02% 154
2022
Q2 		$154K Buy
2,555
+1,016
+66% +$67.2K 0.06% 120
2022
Q1 		$118K Hold
1,539
– – 0.05% 151
2021
Q4 		$129K Buy
1,539
+56
+4% +$4.51K 0.06% 148
2021
Q3 		$110K Hold
1,483
– – 0.05% 155
2021
Q2 		$108K Sell
1,483
-39
-3% -$2.7K 0.05% 156
2021
Q1 		$99K Buy
1,522
+1
+0.1% +$65 0.04% 188
2020
Q4 		$97K Buy
1,521
+81
+6% +$4.91K 0.04% 186
2020
Q3 		$83K Hold
1,440
– – 0.05% 196
2020
Q2 		$75K Buy
+1,440
New +$69K 0.05% 203
2019
Q4 		$69K Buy
+1,420
New +$65.8K 0.04% 201

Other funds holding IVW

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 $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Retirement Group's IVW Position: Q1 2024 in Review

Retirement Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2024 at 1,427 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #148.

Retirement Group first reported a position in IVW in Q4 2019 and has held it in 17 quarters since. The position peaked at $154K in Q2 2022. 1,596 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

  • Retirement Group held 1,427 shares of iShares S&P 500 Growth ETF worth $120K as of Q1 2024.
  • Retirement Group left its iShares S&P 500 Growth ETF share count unchanged in Q1 2024.
  • iShares S&P 500 Growth ETF made up 0.04% of Retirement Group's portfolio in Q1 2024, its #148 holding.
  • Retirement Group first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's iShares S&P 500 Growth ETF position peaked at $154K in Q2 2022.
  • 1,596 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.