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

TMD 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 Q2	$915K	Hold	9,889	–	–	0.2%	27
2024 Q1	$835K	Sell	9,889 -5,000	-34%	-$402K	0.19%	32
2023 Q4	$1.12M	Sell	14,889 -2,750	-16%	-$196K	0.29%	29
2023 Q3	$1.21M	Hold	17,639	–	–	0.34%	26
2023 Q2	$1.24M	Hold	17,639	–	–	0.32%	20
2023 Q1	$1.13M	Sell	17,639 -14,294	-45%	-$874K	0.32%	22
2022 Q4	$1.87M	Buy	+31,933	New	+$1.92M	0.83%	17

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TMD Wealth Management's IVW Position: Q2 2024 in Review

TMD Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2024 at 9,889 shares worth $915K. The position accounts for 0.2% of the portfolio, ranked #27.

TMD Wealth Management first reported a position in IVW in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.87M in Q4 2022. 1,657 funds tracked by Wall St. Rank hold IVW as of Q2 2024.

TMD Wealth Management held 9,889 shares of iShares S&P 500 Growth ETF worth $915K as of Q2 2024.
TMD Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2024.
iShares S&P 500 Growth ETF made up 0.2% of TMD Wealth Management's portfolio in Q2 2024, its #27 holding.
TMD Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 7 quarters since.
TMD Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.87M in Q4 2022.
1,657 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2024.

Based on TMD Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.