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

RFP Financial 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
Q3 		– Sell
-1,500
Closed -$139K – 448
2024
Q2 		$139K Hold
1,500
– – 0.05% 136
2024
Q1 		$127K Hold
1,500
– – 0.05% 127
2023
Q4 		$113K Hold
1,500
– – 0.05% 129
2023
Q3 		$103K Hold
1,500
– – 0.05% 132
2023
Q2 		$106K Buy
+1,500
New +$99.2K 0.04% 144
2023
Q1 		– Sell
-1,500
Closed -$87.8K – 800
2022
Q4 		$87.8K Buy
+1,500
New +$90.1K 0.04% 143

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RFP Financial Group's IVW Position: Q3 2024 in Review

RFP Financial Group sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2024, closing a stake of 1,500 shares — an estimated $139K sold.

RFP Financial Group first reported a position in IVW in Q4 2022 and held it in 6 quarters. The position peaked at $139K in Q2 2024. 1,701 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

  • RFP Financial Group reported no remaining iShares S&P 500 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 1,500 iShares S&P 500 Growth ETF shares in Q3 2024, an estimated $139K.
  • RFP Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 6 quarters.
  • RFP Financial Group's iShares S&P 500 Growth ETF position peaked at $139K in Q2 2024.
  • 1,701 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.