Royal Harbor Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Royal Harbor Partners’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 Q4	–	Sell	-2,253	Closed	-$216K	–	47
2024 Q3	$216K	Hold	2,253	–	–	0.08%	46
2024 Q2	$208K	Buy	+2,253	New	+$194K	0.09%	48
2023 Q3	–	Sell	-2,920	Closed	-$206K	–	58
2023 Q2	$206K	Buy	+2,920	New	+$193K	0.1%	71
2022 Q2	–	Sell	-4,380	Closed	-$335K	–	74
2022 Q1	$335K	Hold	4,380	–	–	0.21%	65
2021 Q4	$366K	Hold	4,380	–	–	0.23%	64
2021 Q3	$324K	Hold	4,380	–	–	0.23%	66
2021 Q2	$319K	Hold	4,380	–	–	0.21%	61
2021 Q1	$285K	Hold	4,380	–	–	0.22%	61
2020 Q4	$280K	Hold	4,380	–	–	0.23%	74
2020 Q3	$253K	Hold	4,380	–	–	0.24%	71
2020 Q2	$227K	Buy	+4,380	New	+$210K	0.22%	77
2020 Q1	–	Sell	-4,380	Closed	-$212K	–	78
2019 Q4	$212K	Buy	+4,380	New	+$203K	0.2%	58

Other funds holding IVW

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Harbor Partners's IVW Position: Q4 2024 in Review

Royal Harbor Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2024, closing a stake of 2,253 shares — an estimated $216K sold.

Royal Harbor Partners first reported a position in IVW in Q4 2019 and held it in 12 quarters. The position peaked at $366K in Q4 2021. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

Royal Harbor Partners reported no remaining iShares S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
Royal Harbor Partners sold 2,253 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $216K.
Royal Harbor Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 12 quarters.
Royal Harbor Partners's iShares S&P 500 Growth ETF position peaked at $366K in Q4 2021.
1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Royal Harbor Partners's 13F filing for Q4 2024, filed 7 Feb 2025.