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

AFS Financial Group’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 Q4	–	Sell	-4,295	Closed	-$294K	–	83
2023 Q3	$294K	Hold	4,295	–	–	0.2%	76
2023 Q2	$303K	Buy	+4,295	New	+$284K	0.2%	78

Other funds holding IVW

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AFS Financial Group's IVW Position: Q4 2023 in Review

AFS Financial Group sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2023, closing a stake of 4,295 shares — an estimated $294K sold.

AFS Financial Group first reported a position in IVW in Q2 2023 and held it in 2 quarters. The position peaked at $303K in Q2 2023. 1,548 funds tracked by Wall St. Rank hold IVW as of Q4 2023.

AFS Financial Group reported no remaining iShares S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
AFS Financial Group sold 4,295 iShares S&P 500 Growth ETF shares in Q4 2023, an estimated $294K.
AFS Financial Group first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and held it in 2 quarters.
AFS Financial Group's iShares S&P 500 Growth ETF position peaked at $303K in Q2 2023.
1,548 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2023.

Based on AFS Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.