AIP
IVW icon

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

Ahrens Investment 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
2023
Q1 		$708K Sell
11,075
-4,874
-31% -$298K 0.35% 55
2022
Q4 		$933K Buy
15,949
+5,663
+55% +$340K 0.42% 56
2022
Q3 		$595K Sell
10,286
-29,784
-74% -$1.94M 0.31% 65
2022
Q2 		$2.42M Buy
40,070
+12,507
+45% +$828K 1.07% 24
2022
Q1 		$2.1M Sell
27,563
-388
-1% -$29.1K 0.66% 38
2021
Q4 		$2.34M Sell
27,951
-424
-1% -$34.2K 1.03% 17
2021
Q3 		$2.1M Sell
28,375
-125
-0.4% -$9.53K 1% 22
2021
Q2 		$2.07M Sell
28,500
-1,339
-4% -$92.7K 0.96% 20
2021
Q1 		$1.94M Sell
29,839
-4,159
-12% -$269K 0.98% 26
2020
Q4 		$2.17M Sell
33,998
-3,634
-10% -$220K 1.16% 19
2020
Q3 		$2.17M Sell
37,632
-12,680
-25% -$718K 1.45% 15
2020
Q2 		$2.61M Sell
50,312
-5,936
-11% -$285K 1.59% 14
2020
Q1 		$2.32M Sell
56,248
-9,340
-14% -$442K 1.67% 18
2019
Q4 		$3.17M Buy
65,588
+4,936
+8% +$229K 1.32% 17
2019
Q3 		$2.73M Sell
60,652
-13,756
-18% -$622K 1.21% 20
2019
Q2 		$3.33M Buy
74,408
+484
+0.7% +$21.3K 1.51% 15
2019
Q1 		$3.19M Sell
73,924
-14,112
-16% -$578K 1.45% 16
2018
Q4 		$3.32M Sell
88,036
-388
-0.4% -$15.7K 1.55% 16
2018
Q3 		$3.92M Buy
88,424
+944
+1% +$40.6K 1.47% 19
2018
Q2 		$3.56M Sell
87,480
-18,228
-17% -$732K 1.49% 16
2018
Q1 		$4.1M Sell
105,708
-37,904
-26% -$1.51M 1.76% 15
2017
Q4 		$5.49M Sell
143,612
-9,716
-6% -$363K 2.22% 14
2017
Q3 		$5.5M Sell
153,328
-2,124
-1% -$74.8K 2.35% 13
2017
Q2 		$5.32M Buy
155,452
+1,616
+1% +$54.8K 2.29% 13
2017
Q1 		$5.06M Buy
153,836
+8,032
+6% +$258K 2.43% 11
2016
Q4 		$4.44M Buy
+145,804
New +$4.4M 2.33% 11

Other funds holding IVW

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ahrens Investment Partners's IVW Position: Q1 2023 in Review

Ahrens Investment Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 31% in Q1 2023, selling an estimated $298K and leaving 11,075 shares worth $708K. The position accounts for 0.35% of the portfolio, ranked #55.

Ahrens Investment Partners first reported a position in IVW in Q4 2016 and has held it in 26 quarters since. The position peaked at $5.5M in Q3 2017. 1,258 funds tracked by Wall St. Rank hold IVW as of Q1 2023.

  • Ahrens Investment Partners held 11,075 shares of iShares S&P 500 Growth ETF worth $708K as of Q1 2023.
  • Ahrens Investment Partners sold 4,874 iShares S&P 500 Growth ETF shares in Q1 2023, an estimated $298K.
  • iShares S&P 500 Growth ETF made up 0.35% of Ahrens Investment Partners's portfolio in Q1 2023, its #55 holding.
  • Ahrens Investment Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 26 quarters since.
  • Ahrens Investment Partners's iShares S&P 500 Growth ETF position peaked at $5.5M in Q3 2017.
  • 1,258 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.