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Riggs Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Riggs Asset 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
2023
Q4 		– Sell
-7
Closed -$479 – 450
2023
Q3 		$479 Buy
+7
New +$495 ﹤0.01% 390

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Riggs Asset Management's IVW Position: Q4 2023 in Review

Riggs Asset Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2023, closing a stake of 7 shares — an estimated $479 sold.

Riggs Asset Management first reported a position in IVW in Q3 2023 and held it in 1 quarter. The position peaked at $479 in Q3 2023. 1,548 funds tracked by Wall St. Rank hold IVW as of Q4 2023.

  • Riggs Asset Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Riggs Asset Management sold 7 iShares S&P 500 Growth ETF shares in Q4 2023, an estimated $479.
  • Riggs Asset Management first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and held it in 1 quarter.
  • Riggs Asset Management's iShares S&P 500 Growth ETF position peaked at $479 in Q3 2023.
  • 1,548 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2023.

Based on Riggs Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.