AJ Wealth Strategies’s iShares S&P 500 Growth ETF IVW Stock Holding History

AJ Wealth Strategies’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 Q2	$414K	Hold	5,876	–	–	0.02%	199
2023 Q1	$375K	Hold	5,876	–	–	0.02%	209
2022 Q4	$344K	Sell	5,876 -752	-11%	-$45.2K	0.02%	216
2022 Q3	$383K	Hold	6,628	–	–	0.02%	206
2022 Q2	$400K	Hold	6,628	–	–	0.02%	205
2022 Q1	$506K	Hold	6,628	–	–	0.02%	198
2021 Q4	$555K	Hold	6,628	–	–	0.03%	188
2021 Q3	$490K	Hold	6,628	–	–	0.03%	195
2021 Q2	$482K	Hold	6,628	–	–	0.03%	185
2021 Q1	$432K	Hold	6,628	–	–	0.03%	178
2020 Q4	$423K	Buy	+6,628	New	+$402K	0.04%	157

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

AJ Wealth Strategies's IVW Position: Q2 2023 in Review

AJ Wealth Strategies held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2023 at 5,876 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #199.

AJ Wealth Strategies first reported a position in IVW in Q4 2020 and has held it in 11 quarters since. The position peaked at $555K in Q4 2021. 1,341 funds tracked by Wall St. Rank hold IVW as of Q2 2023.

AJ Wealth Strategies held 5,876 shares of iShares S&P 500 Growth ETF worth $414K as of Q2 2023.
AJ Wealth Strategies left its iShares S&P 500 Growth ETF share count unchanged in Q2 2023.
iShares S&P 500 Growth ETF made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #199 holding.
AJ Wealth Strategies first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 11 quarters since.
AJ Wealth Strategies's iShares S&P 500 Growth ETF position peaked at $555K in Q4 2021.
1,341 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.