Affiance Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-48	Closed	-$2.81K	–	253
2022 Q4	$2.81K	Hold	48	–	–	﹤0.01%	365
2022 Q3	$3K	Sell	48 -196	-80%	-$12.7K	﹤0.01%	130
2022 Q2	$15K	Buy	244 +48	+24%	+$3.18K	0.01%	109
2022 Q1	$15K	Hold	196	–	–	0.01%	123
2021 Q4	$16K	Hold	196	–	–	0.01%	136
2021 Q3	$14K	Hold	196	–	–	0.01%	143
2021 Q2	$14K	Hold	196	–	–	0.01%	148
2021 Q1	$13K	Hold	196	–	–	0.01%	144
2020 Q4	$13K	Hold	196	–	–	0.01%	128
2020 Q3	$11K	Hold	196	–	–	0.01%	128
2020 Q2	$10K	Hold	196	–	–	0.01%	123
2020 Q1	$8K	Hold	196	–	–	0.01%	120
2019 Q4	$9K	Buy	+196	New	+$9.09K	0.01%	135

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Affiance Financial's IVW Position: Q1 2023 in Review

Affiance Financial sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2023, closing a stake of 48 shares — an estimated $2.81K sold.

Affiance Financial first reported a position in IVW in Q4 2019 and held it in 13 quarters. The position peaked at $16K in Q4 2021. 1,258 funds tracked by Wall St. Rank hold IVW as of Q1 2023.

Affiance Financial reported no remaining iShares S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 48 iShares S&P 500 Growth ETF shares in Q1 2023, an estimated $2.81K.
Affiance Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 13 quarters.
Affiance Financial's iShares S&P 500 Growth ETF position peaked at $16K in Q4 2021.
1,258 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.