AXS Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

AXS Investments’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
2021 Q4	–	Sell	-7,939	Closed	-$587K	–	207
2021 Q3	$587K	Buy	+7,939	New	+$605K	0.22%	45

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

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

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

AXS Investments's IVW Position: Q4 2021 in Review

AXS Investments sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2021, closing a stake of 7,939 shares — an estimated $587K sold.

AXS Investments first reported a position in IVW in Q3 2021 and held it in 1 quarter. The position peaked at $587K in Q3 2021. 1,348 funds tracked by Wall St. Rank hold IVW as of Q4 2021.

AXS Investments reported no remaining iShares S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
AXS Investments sold 7,939 iShares S&P 500 Growth ETF shares in Q4 2021, an estimated $587K.
AXS Investments first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and held it in 1 quarter.
AXS Investments's iShares S&P 500 Growth ETF position peaked at $587K in Q3 2021.
1,348 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2021.

Based on AXS Investments's 13F filing for Q4 2021, filed 9 Feb 2022.