Advisor Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Advisor Partners’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
2022 Q2	–	Sell	-7,064	Closed	-$539K	–	865
2022 Q1	$539K	Hold	7,064	–	–	0.03%	488
2021 Q4	$592K	Buy	7,064 +40	+0.6%	+$3.22K	0.04%	468
2021 Q3	$519K	Hold	7,024	–	–	0.04%	475
2021 Q2	$511K	Hold	7,024	–	–	0.03%	494
2021 Q1	$457K	Hold	7,024	–	–	0.03%	501
2020 Q4	$448K	Hold	7,024	–	–	0.03%	486
2020 Q3	$406K	Sell	7,024 -4	-0.1%	-$226	0.03%	453
2020 Q2	$365K	Sell	7,028 -108	-2%	-$5.18K	0.03%	457
2020 Q1	$294K	Sell	7,136 -112	-2%	-$5.3K	0.04%	444
2019 Q4	$362K	Buy	7,248 +220	+3%	+$10.2K	0.04%	428
2019 Q3	$316K	Hold	7,028	–	–	0.04%	453
2019 Q2	$315K	Hold	7,028	–	–	0.04%	448
2019 Q1	$303K	Sell	7,028 -1,260	-15%	-$51.6K	0.04%	448
2018 Q4	$312K	Sell	8,288 -2,120	-20%	-$85.8K	0.05%	396
2018 Q3	$461K	Sell	10,408 -732	-7%	-$31.5K	0.06%	324
2018 Q2	$453K	Hold	11,140	–	–	0.08%	307
2018 Q1	$432K	Buy	11,140 +4,608	+71%	+$184K	0.08%	299
2017 Q4	$265K	Buy	6,532 +292	+5%	+$10.9K	0.05%	440
2017 Q3	$224K	Hold	6,240	–	–	0.04%	435
2017 Q2	$213K	Hold	6,240	–	–	0.05%	423
2017 Q1	$205K	Buy	+6,240	New	+$200K	0.05%	412

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Advisor Partners's IVW Position: Q2 2022 in Review

Advisor Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 7,064 shares — an estimated $539K sold.

Advisor Partners first reported a position in IVW in Q1 2017 and held it in 21 quarters. The position peaked at $592K in Q4 2021. 1,209 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Advisor Partners reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Advisor Partners sold 7,064 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $539K.
Advisor Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and held it in 21 quarters.
Advisor Partners's iShares S&P 500 Growth ETF position peaked at $592K in Q4 2021.
1,209 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.