American Portfolios Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

American Portfolios Advisors’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 Q3	$5.73M	Sell	99,006 -4,284	-4%	-$278K	0.24%	80
2022 Q2	$6.23M	Sell	103,290 -174,136	-63%	-$11.5M	0.26%	74
2022 Q1	$21.2M	Buy	277,426 +76,663	+38%	+$5.76M	0.72%	19
2021 Q4	$16.8M	Buy	200,763 +22,960	+13%	+$1.85M	0.57%	22
2021 Q3	$13.1M	Buy	177,803 +39,617	+29%	+$3.02M	0.49%	27
2021 Q2	$10.1M	Sell	138,186 -7,927	-5%	-$549K	0.39%	42
2021 Q1	$9.51M	Sell	146,113 -34,596	-19%	-$2.24M	0.42%	38
2020 Q4	$11.5M	Sell	180,709 -4,451	-2%	-$270K	0.59%	24
2020 Q3	$10.7M	Sell	185,160 -17,964	-9%	-$1.02M	0.62%	24
2020 Q2	$10.5M	Buy	203,124 +27,340	+16%	+$1.31M	0.69%	21
2020 Q1	$7.25M	Buy	175,784 +21,220	+14%	+$1M	0.6%	28
2019 Q4	$7.48M	Buy	154,564 +8,200	+6%	+$380K	0.53%	30
2019 Q3	$6.59M	Buy	146,364 +13,120	+10%	+$593K	0.54%	34
2019 Q2	$5.97M	Buy	133,244 +7,232	+6%	+$318K	0.5%	34
2019 Q1	$5.43M	Buy	126,012 +19,572	+18%	+$802K	0.51%	36
2018 Q4	$4.01M	Buy	106,440 +18,240	+21%	+$738K	0.5%	39
2018 Q3	$3.91M	Buy	88,200 +6,548	+8%	+$281K	0.45%	45
2018 Q2	$3.32M	Sell	81,652 -23,900	-23%	-$960K	0.45%	45
2018 Q1	$4.09M	Buy	105,552 +50,848	+93%	+$2.03M	0.61%	27
2017 Q4	$2.09M	Buy	+54,704	New	+$2.04M	0.33%	64

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

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

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

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

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

American Portfolios Advisors's IVW Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.1% in Q3 2022, selling an estimated $278K and leaving 99,006 shares worth $5.73M. The position accounts for 0.24% of the portfolio, ranked #80.

American Portfolios Advisors first reported a position in IVW in Q4 2017 and has held it in 20 quarters since. The position peaked at $21.2M in Q1 2022. 1,193 funds tracked by Wall St. Rank hold IVW as of Q3 2022.

American Portfolios Advisors held 99,006 shares of iShares S&P 500 Growth ETF worth $5.73M as of Q3 2022.
American Portfolios Advisors sold 4,284 iShares S&P 500 Growth ETF shares in Q3 2022, an estimated $278K.
iShares S&P 500 Growth ETF made up 0.24% of American Portfolios Advisors's portfolio in Q3 2022, its #80 holding.
American Portfolios Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares S&P 500 Growth ETF position peaked at $21.2M in Q1 2022.
1,193 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.