Baldwin Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Baldwin Investment Management’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 Q2	–	Sell	-4,000	Closed	-$306	–	220
2022 Q1	$306	Hold	4,000	–	–	0.05%	202
2021 Q4	$335	Hold	4,000	–	–	0.05%	197
2021 Q3	$296K	Hold	4,000	–	–	0.05%	201
2021 Q2	$291K	Hold	4,000	–	–	0.05%	209
2021 Q1	$260K	Hold	4,000	–	–	0.05%	214
2020 Q4	$255K	Buy	+4,000	New	+$243K	0.05%	208

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Baldwin Investment Management's IVW Position: Q2 2022 in Review

Baldwin Investment Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 4,000 shares — an estimated $306 sold.

Baldwin Investment Management first reported a position in IVW in Q4 2020 and held it in 6 quarters. The position peaked at $296K in Q3 2021. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Baldwin Investment Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Baldwin Investment Management sold 4,000 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $306.
Baldwin Investment Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 6 quarters.
Baldwin Investment Management's iShares S&P 500 Growth ETF position peaked at $296K in Q3 2021.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Baldwin Investment Management's 13F filing for Q2 2022, filed 2 Aug 2022.