Better Money Decisions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Better Money Decisions’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	-848	Closed	-$51K	–	236
2022 Q2	$51K	Buy	+848	New	+$56.1K	0.04%	142
2021 Q4	–	Sell	-105	Closed	-$8K	–	315
2021 Q3	$8K	Hold	105	–	–	0.01%	439
2021 Q2	$8K	Hold	105	–	–	0.01%	421
2021 Q1	$7K	Buy	+105	New	+$6.79K	0.01%	404

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

Better Money Decisions's IVW Position: Q3 2022 in Review

Better Money Decisions sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2022, closing a stake of 848 shares — an estimated $51K sold.

Better Money Decisions first reported a position in IVW in Q1 2021 and held it in 4 quarters. The position peaked at $51K in Q2 2022. 1,193 funds tracked by Wall St. Rank hold IVW as of Q3 2022.

Better Money Decisions reported no remaining iShares S&P 500 Growth ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 848 iShares S&P 500 Growth ETF shares in Q3 2022, an estimated $51K.
Better Money Decisions first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and held it in 4 quarters.
Better Money Decisions's iShares S&P 500 Growth ETF position peaked at $51K in Q2 2022.
1,193 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.