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Strategic Wealth Partners Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Strategic Wealth Partners 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
Q1 		$42.9M Buy
508,118
+50,257
+11% +$4.04M 4.73% 6
2023
Q4 		$34.4M Buy
457,861
+44,853
+11% +$3.19M 4.34% 8
2023
Q3 		$28.3M Buy
413,008
+6,892
+2% +$488K 4.2% 8
2023
Q2 		$28.6M Buy
406,116
+20,519
+5% +$1.36M 4.14% 8
2023
Q1 		$24.6M Buy
385,597
+41,893
+12% +$2.56M 4.02% 8
2022
Q4 		$20.1M Buy
343,704
+15,213
+5% +$913K 4.27% 7
2022
Q3 		$19M Buy
328,491
+23,219
+8% +$1.51M 4.42% 7
2022
Q2 		$18.4M Buy
305,272
+2,992
+1% +$198K 4.1% 8
2022
Q1 		$23.1M Buy
302,280
+39,023
+15% +$2.93M 4.4% 7
2021
Q4 		$22M Sell
263,257
-7,946
-3% -$640K 3.82% 8
2021
Q3 		$20M Buy
+271,203
New +$20.7M 3.82% 8
2021
Q1 		$18.3M Sell
281,448
-3,496
-1% -$226K 3.68% 8
2020
Q4 		$18.2M Sell
284,944
-3,072
-1% -$186K 3.86% 7
2020
Q3 		$16.6M Sell
288,016
-16,044
-5% -$908K 4.02% 7
2020
Q2 		$15.8M Sell
304,060
-15,736
-5% -$754K 3.96% 7
2020
Q1 		$13.2M Buy
319,796
+44,920
+16% +$2.12M 3.84% 7
2019
Q4 		$13.3M Buy
274,876
+888
+0.3% +$41.2K 3.15% 9
2019
Q3 		$12.3M Buy
273,988
+1,848
+0.7% +$83.6K 3.39% 9
2019
Q2 		$12.2M Buy
272,140
+2,492
+0.9% +$110K 3.59% 8
2019
Q1 		$11.6M Buy
269,648
+13,744
+5% +$563K 3.79% 7
2018
Q4 		$9.64M Buy
+255,904
New +$10.4M 3.67% 8
2018
Q3 		– Sell
-780
Closed -$31.7K – 43
2018
Q2 		$31.7K Hold
780
– – 0.63% 19
2018
Q1 		$30.3K Buy
+780
New +$31.1K 2.37% 13
2017
Q1 		– Sell
-20,872
Closed -$635K – 30
2016
Q4 		$635K Buy
20,872
+2,256
+12% +$68.1K 0.3% 22
2016
Q3 		$566K Buy
18,616
+2,604
+16% +$78.9K 0.3% 17
2016
Q2 		$466K Buy
+16,012
New +$465K 0.27% 18

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Strategic Wealth Partners Group's IVW Position: Q1 2024 in Review

Strategic Wealth Partners Group increased its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q1 2024, buying an estimated $4.04M and bringing the position to 508,118 shares worth $42.9M. The position accounts for 4.73% of the portfolio, ranked #6.

Strategic Wealth Partners Group first reported a position in IVW in Q2 2016 and has held it in 26 quarters since. 1,596 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

  • Strategic Wealth Partners Group held 508,118 shares of iShares S&P 500 Growth ETF worth $42.9M as of Q1 2024.
  • Strategic Wealth Partners Group bought 50,257 iShares S&P 500 Growth ETF shares in Q1 2024, an estimated $4.04M.
  • iShares S&P 500 Growth ETF made up 4.73% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #6 holding.
  • Strategic Wealth Partners Group first reported a position in iShares S&P 500 Growth ETF in Q2 2016 and has held it in 26 quarters since.
  • 1,596 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.