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Wilbanks Smith & Thomas Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q1 		$1.03M Buy
12,147
+112
+0.9% +$9K 0.03% 229
2023
Q4 		$904K Buy
12,035
+164
+1% +$11.7K 0.03% 242
2023
Q3 		$812K Buy
11,871
+2,405
+25% +$170K 0.03% 243
2023
Q2 		$667K Hold
9,466
– – 0.02% 266
2023
Q1 		$605K Hold
9,466
– – 0.02% 275
2022
Q4 		$554K Buy
9,466
+651
+7% +$39.1K 0.02% 293
2022
Q3 		$510K Buy
8,815
+687
+8% +$44.6K 0.02% 285
2022
Q2 		$491K Sell
8,128
-353
-4% -$23.4K 0.02% 302
2022
Q1 		$576K Buy
8,481
+230
+3% +$17.3K 0.02% 285
2021
Q4 		$690K Sell
8,251
-640
-7% -$51.6K 0.02% 284
2021
Q3 		$657K Hold
8,891
– – 0.03% 270
2021
Q2 		$647K Sell
8,891
-720
-7% -$49.8K 0.03% 273
2021
Q1 		$626K Sell
9,611
-981
-9% -$63.4K 0.03% 264
2020
Q4 		$676K Buy
10,592
+32
+0.3% +$1.94K 0.03% 229
2020
Q3 		$610K Hold
10,560
– – 0.03% 224
2020
Q2 		$548K Hold
10,560
– – 0.03% 222
2020
Q1 		$436K Buy
10,560
+1,196
+13% +$56.6K 0.03% 238
2019
Q4 		$453K Buy
9,364
+32
+0.3% +$1.48K 0.03% 261
2019
Q3 		$420K Sell
9,332
-104
-1% -$4.7K 0.03% 251
2019
Q2 		$423K Buy
9,436
+236
+3% +$10.4K 0.03% 256
2019
Q1 		$396K Hold
9,200
– – 0.03% 271
2018
Q4 		$347K Sell
9,200
-240
-3% -$9.71K 0.02% 242
2018
Q3 		$418K Sell
9,440
-40
-0.4% -$1.72K 0.03% 261
2018
Q2 		$385K Sell
9,480
-68
-0.7% -$2.73K 0.03% 231
2018
Q1 		$370K Sell
9,548
-120
-1% -$4.79K 0.03% 230
2017
Q4 		$369K Buy
9,668
+648
+7% +$24.2K 0.03% 237
2017
Q3 		$323K Sell
9,020
-1,380
-13% -$48.6K 0.03% 238
2017
Q2 		$356K Buy
10,400
+2,220
+27% +$75.2K 0.03% 214
2017
Q1 		$269K Hold
8,180
– – 0.02% 260
2016
Q4 		$249K Sell
8,180
-100
-1% -$3.02K 0.02% 255
2016
Q3 		$252K Hold
8,280
– – 0.02% 240
2016
Q2 		$241K Sell
8,280
-5,952
-42% -$173K 0.03% 253
2016
Q1 		$412K Buy
14,232
+5,432
+62% +$149K 0.05% 183
2015
Q4 		$255K Hold
8,800
– – 0.03% 231
2015
Q3 		$237K Hold
8,800
– – 0.03% 231
2015
Q2 		$250K Sell
8,800
-192
-2% -$5.57K 0.02% 262
2015
Q1 		$256K Buy
8,992
+192
+2% +$5.45K 0.03% 255
2014
Q4 		$246K Hold
8,800
– – 0.03% 262
2014
Q3 		$235K Hold
8,800
– – 0.03% 254
2014
Q2 		$231K Hold
8,800
– – 0.02% 260
2014
Q1 		$220K Hold
8,800
– – 0.02% 253
2013
Q4 		$217K Buy
+8,800
New +$207K 0.03% 261

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IVW Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.93% in Q1 2024, buying an estimated $9K and bringing the position to 12,147 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #229.

Wilbanks Smith & Thomas Asset Management first reported a position in IVW in Q4 2013 and has held it in 42 quarters since. 1,596 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 12,147 shares of iShares S&P 500 Growth ETF worth $1.03M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 112 iShares S&P 500 Growth ETF shares in Q1 2024, an estimated $9K.
  • iShares S&P 500 Growth ETF made up 0.03% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #229 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and has held it in 42 quarters since.
  • 1,596 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.