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

WR Wealth Planners’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 		$865K Sell
8,522
-12,088
-59% -$1.21M 0.28% 54
2024
Q3 		$1.97M Buy
20,610
+17,201
+505% +$1.59M 0.55% 34
2024
Q2 		$316K Buy
3,409
+1,421
+71% +$123K 0.1% 128
2024
Q1 		$168K Sell
1,988
-6,775
-77% -$544K 0.05% 196
2023
Q4 		$658K Buy
8,763
+959
+12% +$68.3K 0.24% 71
2023
Q3 		$534K Buy
7,804
+7,489
+2,377% +$530K 0.2% 77
2023
Q2 		$22.2K Buy
315
+153
+94% +$10.1K 0.01% 418
2023
Q1 		$10.3K Buy
162
+128
+376% +$7.82K ﹤0.01% 547
2022
Q4 		$1.99K Hold
34
– – ﹤0.01% 393
2022
Q3 		$1.97K Hold
34
– – ﹤0.01% 390
2022
Q2 		$2.05K Hold
34
– – ﹤0.01% 416
2022
Q1 		$2.6K Buy
+34
New +$2.55K ﹤0.01% 411

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 $1.88B AUM 29.07% 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

WR Wealth Planners's IVW Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares S&P 500 Growth ETF (IVW) stake by 59% in Q4 2024, selling an estimated $1.21M and leaving 8,522 shares worth $865K. The position accounts for 0.28% of the portfolio, ranked #54.

WR Wealth Planners first reported a position in IVW in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.97M in Q3 2024. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • WR Wealth Planners held 8,522 shares of iShares S&P 500 Growth ETF worth $865K as of Q4 2024.
  • WR Wealth Planners sold 12,088 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $1.21M.
  • iShares S&P 500 Growth ETF made up 0.28% of WR Wealth Planners's portfolio in Q4 2024, its #54 holding.
  • WR Wealth Planners first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's iShares S&P 500 Growth ETF position peaked at $1.97M in Q3 2024.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.