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

Steward Financial 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
2023
Q3 		$33K Hold
496
– – 0.01% 189
2023
Q2 		$34K Buy
+496
New +$32.8K 0.01% 184

Other funds holding IVW

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Steward Financial Group's IVW Position: Q3 2023 in Review

Steward Financial Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2023 at 496 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #189.

Steward Financial Group first reported a position in IVW in Q2 2023 and has held it in 2 quarters since. The position peaked at $34K in Q2 2023. 1,405 funds tracked by Wall St. Rank hold IVW as of Q3 2023.

  • Steward Financial Group held 496 shares of iShares S&P 500 Growth ETF worth $33K as of Q3 2023.
  • Steward Financial Group left its iShares S&P 500 Growth ETF share count unchanged in Q3 2023.
  • iShares S&P 500 Growth ETF made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #189 holding.
  • Steward Financial Group first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 2 quarters since.
  • Steward Financial Group's iShares S&P 500 Growth ETF position peaked at $34K in Q2 2023.
  • 1,405 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.