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Roffman Miller Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Roffman Miller Associates’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
-5,000
Closed -$342K – 78
2023
Q3 		$342K Buy
+5,000
New +$354K 0.03% 75
2020
Q3 		– Sell
-8,580
Closed -$445K – 107
2020
Q2 		$445K Buy
+8,580
New +$411K 0.04% 99

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

Roffman Miller Associates's IVW Position: Q4 2023 in Review

Roffman Miller Associates sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2023, closing a stake of 5,000 shares — an estimated $342K sold.

Roffman Miller Associates first reported a position in IVW in Q2 2020 and held it in 2 quarters. The position peaked at $445K in Q2 2020. 1,548 funds tracked by Wall St. Rank hold IVW as of Q4 2023.

  • Roffman Miller Associates reported no remaining iShares S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Roffman Miller Associates sold 5,000 iShares S&P 500 Growth ETF shares in Q4 2023, an estimated $342K.
  • Roffman Miller Associates first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and held it in 2 quarters.
  • Roffman Miller Associates's iShares S&P 500 Growth ETF position peaked at $445K in Q2 2020.
  • 1,548 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2023.

Based on Roffman Miller Associates's 13F filing for Q4 2023, filed 2 Feb 2024.