Bard Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bard Financial Services’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	-55,000	Closed	-$3.88M	–	267
2023 Q2	$3.88M	Hold	55,000	–	–	0.29%	83
2023 Q1	$3.51M	Hold	55,000	–	–	0.28%	84
2022 Q4	$3.22M	Hold	55,000	–	–	0.27%	87
2022 Q3	$3.18M	Hold	55,000	–	–	0.3%	84
2022 Q2	$3.32M	Hold	55,000	–	–	0.3%	82
2022 Q1	$4.2M	Hold	55,000	–	–	0.34%	74
2021 Q4	$4.6M	Hold	55,000	–	–	0.37%	65
2021 Q3	$4.07M	Hold	55,000	–	–	0.36%	72
2021 Q2	$4M	Hold	55,000	–	–	0.36%	76
2021 Q1	$3.58M	Hold	55,000	–	–	0.35%	79
2020 Q4	$3.51M	Buy	+55,000	New	+$3.33M	0.35%	77

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Bard Financial Services's IVW Position: Q3 2023 in Review

Bard Financial Services sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2023, closing a stake of 55,000 shares — an estimated $3.88M sold.

Bard Financial Services first reported a position in IVW in Q4 2020 and held it in 11 quarters. The position peaked at $4.6M in Q4 2021. 1,405 funds tracked by Wall St. Rank hold IVW as of Q3 2023.

Bard Financial Services reported no remaining iShares S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 55,000 iShares S&P 500 Growth ETF shares in Q3 2023, an estimated $3.88M.
Bard Financial Services first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 11 quarters.
Bard Financial Services's iShares S&P 500 Growth ETF position peaked at $4.6M in Q4 2021.
1,405 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.