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SpiderRock Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

SpiderRock Advisors’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
Q3 		$1.62M Buy
16,914
+1,513
+10% +$140K 0.03% 361
2024
Q2 		$1.43M Sell
15,401
-11,866
-44% -$1.02M 0.03% 342
2024
Q1 		$2.28M Buy
+27,267
New +$2.19M 0.06% 236

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

SpiderRock Advisors's IVW Position: Q3 2024 in Review

SpiderRock Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 9.8% in Q3 2024, buying an estimated $140K and bringing the position to 16,914 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #361.

SpiderRock Advisors first reported a position in IVW in Q1 2024 and has held it in 3 quarters since. The position peaked at $2.28M in Q1 2024. 1,701 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

  • SpiderRock Advisors held 16,914 shares of iShares S&P 500 Growth ETF worth $1.62M as of Q3 2024.
  • SpiderRock Advisors bought 1,513 iShares S&P 500 Growth ETF shares in Q3 2024, an estimated $140K.
  • iShares S&P 500 Growth ETF made up 0.03% of SpiderRock Advisors's portfolio in Q3 2024, its #361 holding.
  • SpiderRock Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's iShares S&P 500 Growth ETF position peaked at $2.28M in Q1 2024.
  • 1,701 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.