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

BlueSky 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
2022 Q4	–	Sell	-8,733	Closed	-$505K	–	68
2022 Q3	$505K	Buy	8,733 +970	+12%	+$63K	0.12%	44
2022 Q2	$468K	Hold	7,763	–	–	0.1%	46
2022 Q1	$593K	Hold	7,763	–	–	0.12%	45
2021 Q4	$650K	Sell	7,763 -58	-0.7%	-$4.67K	0.12%	38
2021 Q3	$578K	Hold	7,821	–	–	0.11%	38
2021 Q2	$584K	Hold	7,821	–	–	0.11%	38
2021 Q1	$538K	Buy	+7,821	New	+$506K	0.12%	37

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BlueSky Wealth Advisors's IVW Position: Q4 2022 in Review

BlueSky Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2022, closing a stake of 8,733 shares — an estimated $505K sold.

BlueSky Wealth Advisors first reported a position in IVW in Q1 2021 and held it in 7 quarters. The position peaked at $650K in Q4 2021. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

BlueSky Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
BlueSky Wealth Advisors sold 8,733 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $505K.
BlueSky Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and held it in 7 quarters.
BlueSky Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $650K in Q4 2021.
1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on BlueSky Wealth Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.