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Banque Pictet & Cie’s iShares S&P 500 Growth ETF IVW Stock Holding History

Banque Pictet & Cie’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
2023
Q3 		– Sell
-6,292
Closed -$443K – 485
2023
Q2 		$443K Buy
6,292
+814
+15% +$53.8K ﹤0.01% 409
2023
Q1 		$350K Buy
+5,478
New +$335K ﹤0.01% 520

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Banque Pictet & Cie's IVW Position: Q3 2023 in Review

Banque Pictet & Cie sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2023, closing a stake of 6,292 shares — an estimated $443K sold.

Banque Pictet & Cie first reported a position in IVW in Q1 2023 and held it in 2 quarters. The position peaked at $443K in Q2 2023. 1,405 funds tracked by Wall St. Rank hold IVW as of Q3 2023.

  • Banque Pictet & Cie reported no remaining iShares S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Banque Pictet & Cie sold 6,292 iShares S&P 500 Growth ETF shares in Q3 2023, an estimated $443K.
  • Banque Pictet & Cie first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and held it in 2 quarters.
  • Banque Pictet & Cie's iShares S&P 500 Growth ETF position peaked at $443K in Q2 2023.
  • 1,405 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2023.

Based on Banque Pictet & Cie's 13F filing for Q3 2023, filed 2 Nov 2023.