Baldwin Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Baldwin Wealth Partners’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	–	Sell	-240	Closed	-$14K	–	688
2022 Q2	$14K	Sell	240 -240	-50%	-$15.9K	﹤0.01%	505
2022 Q1	$37K	Hold	480	–	–	﹤0.01%	413
2021 Q4	$40K	Hold	480	–	–	﹤0.01%	377
2021 Q3	$35K	Hold	480	–	–	﹤0.01%	389
2021 Q2	$35K	Hold	480	–	–	﹤0.01%	401
2021 Q1	$31K	Hold	480	–	–	﹤0.01%	400
2020 Q4	$31K	Hold	480	–	–	﹤0.01%	366
2020 Q3	$28K	Hold	480	–	–	﹤0.01%	354
2020 Q2	$25K	Hold	480	–	–	﹤0.01%	363
2020 Q1	$20K	Hold	480	–	–	﹤0.01%	376
2019 Q4	$23K	Hold	480	–	–	﹤0.01%	401
2019 Q3	$22K	Hold	480	–	–	﹤0.01%	399
2019 Q2	$22K	Hold	480	–	–	﹤0.01%	391
2019 Q1	$21K	Buy	+480	New	+$19.7K	﹤0.01%	395

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

Baldwin Wealth Partners's IVW Position: Q3 2022 in Review

Baldwin Wealth Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2022, closing a stake of 240 shares — an estimated $14K sold.

Baldwin Wealth Partners first reported a position in IVW in Q1 2019 and held it in 14 quarters. The position peaked at $40K in Q4 2021. 1,193 funds tracked by Wall St. Rank hold IVW as of Q3 2022.

Baldwin Wealth Partners reported no remaining iShares S&P 500 Growth ETF position as of Q3 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 240 iShares S&P 500 Growth ETF shares in Q3 2022, an estimated $14K.
Baldwin Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and held it in 14 quarters.
Baldwin Wealth Partners's iShares S&P 500 Growth ETF position peaked at $40K in Q4 2021.
1,193 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2022.

Based on Baldwin Wealth Partners's 13F filing for Q3 2022, filed 14 Oct 2022.