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

Wealth Quarterback’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 		– Sell
-2,551
Closed -$244K – 126
2024
Q3 		$244K Sell
2,551
-22
-0.9% -$2.03K 0.13% 109
2024
Q2 		$238K Buy
+2,573
New +$222K 0.14% 102
2023
Q3 		– Sell
-3,033
Closed -$214K – 120
2023
Q2 		$214K Sell
3,033
-560
-16% -$37K 0.15% 105
2023
Q1 		$230K Sell
3,593
-2,383
-40% -$146K 0.19% 96
2022
Q4 		$350K Sell
5,976
-1,095
-15% -$65.8K 0.29% 75
2022
Q3 		$409K Sell
7,071
-393
-5% -$25.5K 0.44% 59
2022
Q2 		$450K Buy
+7,464
New +$494K 0.35% 66
2021
Q3 		$864K Sell
11,895
-225
-2% -$17.2K 0.57% 38
2021
Q2 		$882K Buy
+12,120
New +$839K 0.54% 43
2020
Q4 		$2.68M Sell
42,054
-1,926
-4% -$117K 2.23% 12
2020
Q3 		$2.28M Hold
43,980
– – 2.09% 12
2020
Q2 		$2.28M Buy
43,980
+2,032
+5% +$97.4K 2.09% 12
2020
Q1 		$1.71M Buy
41,948
+17,404
+71% +$823K 1.57% 13
2019
Q4 		$1.19M Buy
+24,544
New +$1.14M 1.03% 24

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

Wealth Quarterback's IVW Position: Q4 2024 in Review

Wealth Quarterback sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2024, closing a stake of 2,551 shares — an estimated $244K sold.

Wealth Quarterback first reported a position in IVW in Q4 2019 and held it in 14 quarters. The position peaked at $2.68M in Q4 2020. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Wealth Quarterback reported no remaining iShares S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Wealth Quarterback sold 2,551 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $244K.
  • Wealth Quarterback first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 14 quarters.
  • Wealth Quarterback's iShares S&P 500 Growth ETF position peaked at $2.68M in Q4 2020.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Wealth Quarterback's 13F filing for Q4 2024, filed 31 Jan 2025.