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BDO Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

BDO Wealth Advisors’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
Q2 		$10.2M Sell
144,827
-5,355
-4% -$354K 1.17% 19
2023
Q1 		$9.6M Sell
150,182
-1,192
-0.8% -$72.9K 1.18% 19
2022
Q4 		$8.86M Buy
151,374
+9,228
+6% +$554K 1.1% 19
2022
Q3 		$8.22M Sell
142,146
-12,068
-8% -$784K 1.09% 20
2022
Q2 		$9.31M Buy
154,214
+13,503
+10% +$894K 1.15% 17
2022
Q1 		$10.7M Buy
140,711
+19,292
+16% +$1.45M 1.15% 18
2021
Q4 		$10.2M Sell
121,419
-2,944
-2% -$237K 1.08% 19
2021
Q3 		$9.19M Sell
124,363
-2,207
-2% -$168K 1.01% 22
2021
Q2 		$9.21M Sell
126,570
-13,018
-9% -$901K 1.02% 22
2021
Q1 		$9.09M Sell
139,588
-9,911
-7% -$641K 1.07% 21
2020
Q4 		$9.54M Buy
149,499
+4,287
+3% +$260K 1.34% 16
2020
Q3 		$8.39M Sell
145,212
-992
-0.7% -$56.1K 1.37% 17
2020
Q2 		$7.58M Buy
146,204
+20,928
+17% +$1M 1.33% 17
2020
Q1 		$5.17M Buy
125,276
+25,764
+26% +$1.22M 1.04% 21
2019
Q4 		$4.82M Buy
99,512
+10,860
+12% +$503K 1.24% 16
2019
Q3 		$3.99M Sell
88,652
-5,532
-6% -$250K 1.02% 23
2019
Q2 		$4.22M Buy
94,184
+1,228
+1% +$54K 1.15% 19
2019
Q1 		$4M Sell
92,956
-4,260
-4% -$175K 1.16% 19
2018
Q4 		$3.66M Buy
97,216
+33,368
+52% +$1.35M 1.26% 18
2018
Q3 		$2.83M Sell
63,848
-3,300
-5% -$142K 0.91% 22
2018
Q2 		$2.73M Buy
67,148
+26,156
+64% +$1.05M 0.93% 20
2018
Q1 		$1.59M Buy
40,992
+23,984
+141% +$957K 0.6% 30
2017
Q4 		$650K Buy
17,008
+10,648
+167% +$398K 0.29% 63
2017
Q3 		$228K Sell
6,360
-26,160
-80% -$921K 0.11% 97
2017
Q2 		$1.11M Buy
+32,520
New +$1.1M 0.49% 38

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BDO Wealth Advisors's IVW Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.6% in Q2 2023, selling an estimated $354K and leaving 144,827 shares worth $10.2M. The position accounts for 1.17% of the portfolio, ranked #19.

BDO Wealth Advisors first reported a position in IVW in Q2 2017 and has held it in 25 quarters since. The position peaked at $10.7M in Q1 2022. 1,341 funds tracked by Wall St. Rank hold IVW as of Q2 2023.

  • BDO Wealth Advisors held 144,827 shares of iShares S&P 500 Growth ETF worth $10.2M as of Q2 2023.
  • BDO Wealth Advisors sold 5,355 iShares S&P 500 Growth ETF shares in Q2 2023, an estimated $354K.
  • iShares S&P 500 Growth ETF made up 1.17% of BDO Wealth Advisors's portfolio in Q2 2023, its #19 holding.
  • BDO Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $10.7M in Q1 2022.
  • 1,341 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.