Solano Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Solano Wealth 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
2024 Q2	$602K	Hold	6,500	–	–	0.33%	23
2024 Q1	$549K	Sell	6,500 -2,704	-29%	-$217K	0.31%	22
2023 Q4	$691K	Hold	9,204	–	–	0.42%	18
2023 Q3	$630K	Sell	9,204 -900	-9%	-$63.7K	0.44%	18
2023 Q2	$712K	Sell	10,104 -1,000	-9%	-$66.1K	0.48%	15
2023 Q1	$709K	Buy	+11,104	New	+$679K	0.52%	15

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Solano Wealth Management's IVW Position: Q2 2024 in Review

Solano Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2024 at 6,500 shares worth $602K. The position accounts for 0.33% of the portfolio, ranked #23.

Solano Wealth Management first reported a position in IVW in Q1 2023 and has held it in 6 quarters since. The position peaked at $712K in Q2 2023. 1,657 funds tracked by Wall St. Rank hold IVW as of Q2 2024.

Solano Wealth Management held 6,500 shares of iShares S&P 500 Growth ETF worth $602K as of Q2 2024.
Solano Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2024.
iShares S&P 500 Growth ETF made up 0.33% of Solano Wealth Management's portfolio in Q2 2024, its #23 holding.
Solano Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 6 quarters since.
Solano Wealth Management's iShares S&P 500 Growth ETF position peaked at $712K in Q2 2023.
1,657 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2024.

Based on Solano Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.