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Weaver Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Weaver Capital 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 		– Sell
-3,608
Closed -$305K – 181
2024
Q1 		$305K Hold
3,608
– – 0.1% 128
2023
Q4 		$271K Buy
+3,608
New +$257K 0.11% 122

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

Weaver Capital Management's IVW Position: Q2 2024 in Review

Weaver Capital Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2024, closing a stake of 3,608 shares — an estimated $305K sold.

Weaver Capital Management first reported a position in IVW in Q4 2023 and held it in 2 quarters. The position peaked at $305K in Q1 2024. 1,657 funds tracked by Wall St. Rank hold IVW as of Q2 2024.

  • Weaver Capital Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Weaver Capital Management sold 3,608 iShares S&P 500 Growth ETF shares in Q2 2024, an estimated $305K.
  • Weaver Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and held it in 2 quarters.
  • Weaver Capital Management's iShares S&P 500 Growth ETF position peaked at $305K in Q1 2024.
  • 1,657 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2024.

Based on Weaver Capital Management's 13F filing for Q2 2024, filed 2 Aug 2024.