Stenger Family Office’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stenger Family Office’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	$6.97M	Buy	+68,648	New	+$6.85M	2.37%	10

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

Stenger Family Office's IVW Position: Q4 2024 in Review

Stenger Family Office opened a new position in iShares S&P 500 Growth ETF (IVW) in Q4 2024: 68,648 shares worth $6.97M. The stake represents 2.37% of the portfolio and ranks #10 among its holdings.

1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

Stenger Family Office held 68,648 shares of iShares S&P 500 Growth ETF worth $6.97M as of Q4 2024.
iShares S&P 500 Growth ETF was a new Stenger Family Office position in Q4 2024.
iShares S&P 500 Growth ETF made up 2.37% of Stenger Family Office's portfolio in Q4 2024, its #10 holding.
1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Stenger Family Office's 13F filing for Q4 2024, filed 13 Feb 2025.