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TAP Consulting’s iShares S&P 500 Growth ETF IVW Stock Holding History

TAP Consulting’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 		$796K Sell
7,840
-76
-1% -$7.58K 0.16% 105
2024
Q3 		$758K Buy
7,916
+12
+0.2% +$1.11K 0.15% 112
2024
Q2 		$731K Buy
7,904
+6
+0.1% +$517 0.15% 115
2024
Q1 		$667K Buy
7,898
+394
+5% +$31.7K 0.15% 113
2023
Q4 		$564K Buy
7,504
+44
+0.6% +$3.13K 0.13% 101
2023
Q3 		$510K Buy
7,460
+292
+4% +$20.7K 0.13% 105
2023
Q2 		$505K Buy
7,168
+3
+0% +$198 0.12% 107
2023
Q1 		$458K Buy
7,165
+27
+0.4% +$1.65K 0.11% 103
2022
Q4 		$418K Buy
7,138
+36
+0.5% +$2.16K 0.11% 101
2022
Q3 		$411K Buy
7,102
+10
+0.1% +$650 0.11% 98
2022
Q2 		$428K Sell
7,092
-1,542
-18% -$102K 0.12% 91
2022
Q1 		$659K Buy
8,634
+14
+0.2% +$1.05K 0.17% 83
2021
Q4 		$721K Sell
8,620
-243
-3% -$19.6K 0.16% 88
2021
Q3 		$655K Sell
8,863
-99
-1% -$7.55K 0.18% 90
2021
Q2 		$652K Sell
8,962
-2,573
-22% -$178K 0.18% 89
2021
Q1 		$751K Sell
11,535
-1,142
-9% -$73.8K 0.23% 82
2020
Q4 		$809K Buy
12,677
+933
+8% +$56.6K 0.29% 70
2020
Q3 		$678K Sell
11,744
-100
-0.8% -$5.66K 0.27% 72
2020
Q2 		$614K Sell
11,844
-444
-4% -$21.3K 0.3% 69
2020
Q1 		$507K Sell
12,288
-512
-4% -$24.2K 0.34% 75
2019
Q4 		$620K Sell
12,800
-3,108
-20% -$144K 0.35% 70
2019
Q3 		$716K Buy
+15,908
New +$720K 0.42% 66
2019
Q1 		$704K Buy
+16,340
New +$669K 0.53% 55

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TAP Consulting's IVW Position: Q4 2024 in Review

TAP Consulting reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.96% in Q4 2024, selling an estimated $7.58K and leaving 7,840 shares worth $796K. The position accounts for 0.16% of the portfolio, ranked #105.

TAP Consulting first reported a position in IVW in Q1 2019 and has held it in 23 quarters since. The position peaked at $809K in Q4 2020. 1,873 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • TAP Consulting held 7,840 shares of iShares S&P 500 Growth ETF worth $796K as of Q4 2024.
  • TAP Consulting sold 76 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $7.58K.
  • iShares S&P 500 Growth ETF made up 0.16% of TAP Consulting's portfolio in Q4 2024, its #105 holding.
  • TAP Consulting first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 23 quarters since.
  • TAP Consulting's iShares S&P 500 Growth ETF position peaked at $809K in Q4 2020.
  • 1,873 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.