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

Safeguard Financial’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
-2,237
Closed -$214K – 126
2024
Q3 		$214K Buy
+2,237
New +$207K 0.05% 116
2023
Q3 		– Sell
-946
Closed -$66K – 310
2023
Q2 		$66K Buy
+946
New +$62.5K 0.03% 129

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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

Safeguard Financial's IVW Position: Q4 2024 in Review

Safeguard Financial sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2024, closing a stake of 2,237 shares — an estimated $214K sold.

Safeguard Financial first reported a position in IVW in Q2 2023 and held it in 2 quarters. The position peaked at $214K in Q3 2024. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Safeguard Financial reported no remaining iShares S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Safeguard Financial sold 2,237 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $214K.
  • Safeguard Financial first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and held it in 2 quarters.
  • Safeguard Financial's iShares S&P 500 Growth ETF position peaked at $214K in Q3 2024.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Safeguard Financial's 13F filing for Q4 2024, filed 14 Jan 2025.