WI
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Wintrust Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wintrust Investments’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 		$59K Sell
585
-57
-9% -$5.69K 0.05% 232
2024
Q3 		$61K Sell
642
-6,792
-91% -$627K 0.05% 287
2024
Q2 		$688K Sell
7,434
-1,742
-19% -$150K 0.06% 248
2024
Q1 		$775K Sell
9,176
-2,808
-23% -$226K 0.07% 223
2023
Q4 		$900K Sell
11,984
-536
-4% -$38.2K 0.09% 186
2023
Q3 		$857K Sell
12,520
-341
-3% -$24.1K 0.09% 186
2023
Q2 		$906K Sell
12,861
-1,167
-8% -$77.1K 0.09% 185
2023
Q1 		$896K Buy
14,028
+5,488
+64% +$335K 0.11% 144
2022
Q4 		$500K Sell
8,540
-4,883
-36% -$293K 0.07% 216
2022
Q3 		$777K Sell
13,423
-6,015
-31% -$391K 0.1% 171
2022
Q2 		$1.17M Sell
19,438
-3,451
-15% -$228K 0.14% 135
2022
Q1 		$1.75M Sell
22,889
-1,186
-5% -$89.1K 0.17% 116
2021
Q4 		$2.01M Buy
24,075
+9,142
+61% +$737K 0.19% 103
2021
Q3 		$1.1M Buy
14,933
+4,764
+47% +$363K 0.15% 109
2021
Q2 		$740K Sell
10,169
-288
-3% -$19.9K 0.08% 203
2021
Q1 		$681K Buy
+10,457
New +$676K 0.07% 219
2020
Q4 		– Sell
-10,948
Closed -$633K – 276
2020
Q3 		$633K Buy
10,948
+644
+6% +$36.5K 0.09% 166
2020
Q2 		$535K Buy
10,304
+2,024
+24% +$97K 0.07% 180
2020
Q1 		$342K Buy
8,280
+604
+8% +$28.6K 0.06% 224
2019
Q4 		$372K Sell
7,676
-80
-1% -$3.71K 0.05% 255
2019
Q3 		$349K Sell
7,756
-80
-1% -$3.62K 0.05% 264
2019
Q2 		$351K Buy
+7,836
New +$345K 0.05% 263
2019
Q1 		– Sell
-12,416
Closed -$468K – 351
2018
Q4 		$468K Buy
+12,416
New +$502K 0.09% 193

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wintrust Investments's IVW Position: Q4 2024 in Review

Wintrust Investments reduced its iShares S&P 500 Growth ETF (IVW) stake by 8.9% in Q4 2024, selling an estimated $5.69K and leaving 585 shares worth $59K. The position accounts for 0.05% of the portfolio, ranked #232.

Wintrust Investments first reported a position in IVW in Q4 2018 and has held it in 23 quarters since. The position peaked at $2.01M in Q4 2021. 1,873 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Wintrust Investments held 585 shares of iShares S&P 500 Growth ETF worth $59K as of Q4 2024.
  • Wintrust Investments sold 57 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $5.69K.
  • iShares S&P 500 Growth ETF made up 0.05% of Wintrust Investments's portfolio in Q4 2024, its #232 holding.
  • Wintrust Investments first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 23 quarters since.
  • Wintrust Investments's iShares S&P 500 Growth ETF position peaked at $2.01M in Q4 2021.
  • 1,873 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.