Wagner Wealth Management (South Carolina)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wagner Wealth Management (South Carolina)’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	–	Sell	-462	Closed	-$34.7K	–	263
2023 Q4	$34.7K	Buy	462 +3	+0.7%	+$214	0.01%	174
2023 Q3	$31.4K	Hold	459	–	–	0.01%	149
2023 Q2	$32.4K	Buy	459 +1	+0.2%	+$66	0.01%	152
2023 Q1	$29.3K	Buy	458 +1	+0.2%	+$61	0.01%	156
2022 Q4	$26.7K	Buy	457 +2	+0.4%	+$120	0.02%	162
2022 Q3	$26K	Hold	455	–	–	0.02%	275
2022 Q2	$27K	Sell	455 -453	-50%	-$30K	0.02%	281
2022 Q1	$70K	Buy	908 +455	+100%	+$34.2K	0.05%	148
2021 Q4	$38K	Hold	453	–	–	0.03%	291
2021 Q3	$36K	Buy	453 +1	+0.2%	+$76	0.03%	286
2021 Q2	$33K	Buy	452 +1	+0.2%	+$69	0.02%	315
2021 Q1	$29K	Hold	451	–	–	0.02%	305
2020 Q4	$29K	Buy	+451	New	+$27.3K	0.03%	157

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Wagner Wealth Management (South Carolina)'s IVW Position: Q1 2024 in Review

Wagner Wealth Management (South Carolina) sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2024, closing a stake of 462 shares — an estimated $34.7K sold.

Wagner Wealth Management (South Carolina) first reported a position in IVW in Q4 2020 and held it in 13 quarters. The position peaked at $70K in Q1 2022. 1,596 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

Wagner Wealth Management (South Carolina) reported no remaining iShares S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 462 iShares S&P 500 Growth ETF shares in Q1 2024, an estimated $34.7K.
Wagner Wealth Management (South Carolina) first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 13 quarters.
Wagner Wealth Management (South Carolina)'s iShares S&P 500 Growth ETF position peaked at $70K in Q1 2022.
1,596 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2024, filed 23 Apr 2024.