SPWG
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Sage Private Wealth Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sage Private Wealth 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
Q4 		– Sell
-2,186
Closed -$209K – 95
2024
Q3 		$209K Hold
2,186
– – 0.16% 86
2024
Q2 		$202K Sell
2,186
-4,884
-69% -$421K 0.17% 83
2024
Q1 		$597K Sell
7,070
-3,789
-35% -$304K 0.48% 28
2023
Q4 		$816K Buy
+10,859
New +$773K 0.73% 15

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

Sage Private Wealth Group's IVW Position: Q4 2024 in Review

Sage Private Wealth Group sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2024, closing a stake of 2,186 shares — an estimated $209K sold.

Sage Private Wealth Group first reported a position in IVW in Q4 2023 and held it in 4 quarters. The position peaked at $816K in Q4 2023. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Sage Private Wealth Group reported no remaining iShares S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Sage Private Wealth Group sold 2,186 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $209K.
  • Sage Private Wealth Group first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and held it in 4 quarters.
  • Sage Private Wealth Group's iShares S&P 500 Growth ETF position peaked at $816K in Q4 2023.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Sage Private Wealth Group's 13F filing for Q4 2024, filed 29 Jan 2025.