Berkshire Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Berkshire Asset 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
2023 Q4	–	Sell	-3,040	Closed	-$208K	–	228
2023 Q3	$208K	Hold	3,040	–	–	0.01%	221
2023 Q2	$214K	Buy	+3,040	New	+$201K	0.01%	220
2017 Q4	–	Sell	-12,980	Closed	-$465K	–	207
2017 Q3	$465K	Sell	12,980 -1,860	-13%	-$65.5K	0.05%	131
2017 Q2	$508K	Buy	14,840 +2,296	+18%	+$77.8K	0.06%	124
2017 Q1	$412K	Hold	12,544	–	–	0.05%	137
2016 Q4	$382K	Sell	12,544 -960	-7%	-$29K	0.05%	134
2016 Q3	$411K	Hold	13,504	–	–	0.06%	130
2016 Q2	$394K	Hold	13,504	–	–	0.06%	128
2016 Q1	$391K	Hold	13,504	–	–	0.06%	114
2015 Q4	$391K	Hold	13,504	–	–	0.06%	112
2015 Q3	$364K	Hold	13,504	–	–	0.06%	113
2015 Q2	$384K	Buy	13,504 +588	+5%	+$17K	0.06%	117
2015 Q1	$368K	Hold	12,916	–	–	0.06%	121
2014 Q4	$360K	Buy	12,916 +740	+6%	+$20.2K	0.06%	124
2014 Q3	$325K	Sell	12,176 -2,252	-16%	-$60K	0.06%	131
2014 Q2	$379K	Sell	14,428 -1,000	-6%	-$25.4K	0.07%	121
2014 Q1	$385K	Sell	15,428 -1,836	-11%	-$45.4K	0.07%	110
2013 Q4	$426K	Sell	17,264 -900	-5%	-$21.2K	0.08%	114
2013 Q3	$406K	Hold	18,164	–	–	0.1%	102
2013 Q2	$381K	Buy	+18,164	New	+$385K	0.11%	94

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berkshire Asset Management's IVW Position: Q4 2023 in Review

Berkshire Asset Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2023, closing a stake of 3,040 shares — an estimated $208K sold.

Berkshire Asset Management first reported a position in IVW in Q2 2013 and held it in 20 quarters. The position peaked at $508K in Q2 2017. 1,548 funds tracked by Wall St. Rank hold IVW as of Q4 2023.

Berkshire Asset Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
Berkshire Asset Management sold 3,040 iShares S&P 500 Growth ETF shares in Q4 2023, an estimated $208K.
Berkshire Asset Management first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and held it in 20 quarters.
Berkshire Asset Management's iShares S&P 500 Growth ETF position peaked at $508K in Q2 2017.
1,548 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2023.

Based on Berkshire Asset Management's 13F filing for Q4 2023, filed 9 Feb 2024.