B, B, H, & B Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History

B, B, H, & B Inc’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 Q1	$5.13M	Sell	67,171 -29,048	-30%	-$2.18M	4.83%	8
2021 Q4	$8.05M	Buy	96,219 +4,891	+5%	+$394K	6.71%	4
2021 Q3	$6.75M	Buy	91,328 +48,435	+113%	+$3.69M	6.15%	5
2021 Q2	$3.12M	Buy	42,893 +28,991	+209%	+$2.01M	3.03%	12
2021 Q1	$905K	Sell	13,902 -56,989	-80%	-$3.68M	0.94%	19
2020 Q4	$4.52M	Buy	+70,891	New	+$4.3M	3.9%	8

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

B, B, H, & B Inc's IVW Position: Q1 2022 in Review

B, B, H, & B Inc reduced its iShares S&P 500 Growth ETF (IVW) stake by 30% in Q1 2022, selling an estimated $2.18M and leaving 67,171 shares worth $5.13M. The position accounts for 4.83% of the portfolio, ranked #8.

B, B, H, & B Inc first reported a position in IVW in Q4 2020 and has held it in 6 quarters since. The position peaked at $8.05M in Q4 2021. 1,298 funds tracked by Wall St. Rank hold IVW as of Q1 2022.

B, B, H, & B Inc held 67,171 shares of iShares S&P 500 Growth ETF worth $5.13M as of Q1 2022.
B, B, H, & B Inc sold 29,048 iShares S&P 500 Growth ETF shares in Q1 2022, an estimated $2.18M.
iShares S&P 500 Growth ETF made up 4.83% of B, B, H, & B Inc's portfolio in Q1 2022, its #8 holding.
B, B, H, & B Inc first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 6 quarters since.
B, B, H, & B Inc's iShares S&P 500 Growth ETF position peaked at $8.05M in Q4 2021.
1,298 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2022.

Based on B, B, H, & B Inc's 13F filing for Q1 2022, filed 10 May 2022.