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

Walden Wealth Partners’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 		$1.1M Hold
11,907
– – 0.62% 26
2024
Q1 		$989K Hold
11,907
– – 0.57% 28
2023
Q4 		$894K Buy
+11,907
New +$848K 0.56% 32

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
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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Walden Wealth Partners's IVW Position: Q2 2024 in Review

Walden Wealth Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2024 at 11,907 shares worth $1.1M. The position accounts for 0.62% of the portfolio, ranked #26.

Walden Wealth Partners first reported a position in IVW in Q4 2023 and has held it in 3 quarters since. 1,657 funds tracked by Wall St. Rank hold IVW as of Q2 2024.

  • Walden Wealth Partners held 11,907 shares of iShares S&P 500 Growth ETF worth $1.1M as of Q2 2024.
  • Walden Wealth Partners left its iShares S&P 500 Growth ETF share count unchanged in Q2 2024.
  • iShares S&P 500 Growth ETF made up 0.62% of Walden Wealth Partners's portfolio in Q2 2024, its #26 holding.
  • Walden Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 3 quarters since.
  • 1,657 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.