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Wetzel Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-835
Closed -$70.5K – 502
2024
Q2 		$70.5K Hold
835
– – 0.04% 208
2024
Q1 		$67.7K Hold
835
– – 0.04% 216
2023
Q4 		$63K Buy
+835
New +$59.4K 0.04% 225

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

Wetzel Investment Advisors's IVW Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2024, closing a stake of 835 shares — an estimated $70.5K sold.

Wetzel Investment Advisors first reported a position in IVW in Q4 2023 and held it in 3 quarters. The position peaked at $70.5K in Q2 2024. 1,701 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 835 iShares S&P 500 Growth ETF shares in Q3 2024, an estimated $70.5K.
  • Wetzel Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares S&P 500 Growth ETF position peaked at $70.5K in Q2 2024.
  • 1,701 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.