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

Sugarloaf 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
Q4 		$121K Sell
1,195
-47
-4% -$4.69K 0.02% 217
2024
Q3 		$119K Buy
1,242
+190
+18% +$17.5K 0.02% 225
2024
Q2 		$97.3K Buy
1,052
+144
+16% +$12.4K 0.02% 232
2024
Q1 		$76.6K Buy
908
+470
+107% +$37.8K 0.02% 251
2023
Q4 		$32.9K Buy
438
+1
+0.2% +$71 0.01% 332
2023
Q3 		$29.9K Hold
437
– – 0.01% 342
2023
Q2 		$30.8K Buy
437
+1
+0.2% +$66 0.01% 342
2023
Q1 		$27.9K Hold
436
– – 0.01% 355
2022
Q4 		$25.5K Hold
436
– – 0.01% 376
2022
Q3 		$26K Buy
436
+1
+0.2% +$65 0.01% 382
2022
Q2 		$26K Buy
435
+1
+0.2% +$66 0.01% 377
2022
Q1 		$33K Sell
434
-1
-0.2% -$75 0.01% 333
2021
Q4 		$36K Buy
435
+1
+0.2% +$81 0.01% 338
2021
Q3 		$32K Hold
434
– – 0.01% 343
2021
Q2 		$32K Sell
434
-877
-67% -$60.7K 0.01% 336
2021
Q1 		$28 Buy
1,311
+878
+203% +$56.8K 0.01% 353
2020
Q4 		$28K Buy
433
+1
+0.2% +$61 0.01% 330
2020
Q3 		$25K Sell
432
-132
-23% -$7.47K 0.01% 323
2020
Q2 		$29K Hold
564
– – 0.01% 304
2020
Q1 		$23K Sell
564
-7,144
-93% -$338K 0.01% 306
2019
Q4 		$373K Buy
+7,708
New +$357K 0.16% 91

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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

Sugarloaf Wealth Management's IVW Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.8% in Q4 2024, selling an estimated $4.69K and leaving 1,195 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #217.

Sugarloaf Wealth Management first reported a position in IVW in Q4 2019 and has held it in 21 quarters since. The position peaked at $373K in Q4 2019. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Sugarloaf Wealth Management held 1,195 shares of iShares S&P 500 Growth ETF worth $121K as of Q4 2024.
  • Sugarloaf Wealth Management sold 47 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $4.69K.
  • iShares S&P 500 Growth ETF made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #217 holding.
  • Sugarloaf Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares S&P 500 Growth ETF position peaked at $373K in Q4 2019.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.