BMS Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

BMS Financial 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	$333K	Buy	4,731 +1,352	+40%	+$89.4K	0.22%	87
2023 Q1	$216K	Buy	3,379 +737	+28%	+$45K	0.15%	107
2022 Q4	$221K	Buy	+2,642	New	+$159K	0.15%	90
2022 Q3	–	Sell	-2,642	Closed	-$221K	–	108
2022 Q2	$221K	Sell	2,642 -123,874	-98%	-$8.2M	0.14%	93
2022 Q1	$9.66M	Buy	126,516 +123,874	+4,689%	+$9.31M	6.14%	5
2021 Q4	$221K	Buy	+2,642	New	+$213K	0.14%	91

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

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

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

BMS Financial Advisors's IVW Position: Q2 2023 in Review

BMS Financial Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 40% in Q2 2023, buying an estimated $89.4K and bringing the position to 4,731 shares worth $333K. The position accounts for 0.22% of the portfolio, ranked #87.

BMS Financial Advisors first reported a position in IVW in Q4 2021 and has held it in 6 quarters since. The position peaked at $9.66M in Q1 2022. 1,341 funds tracked by Wall St. Rank hold IVW as of Q2 2023.

BMS Financial Advisors held 4,731 shares of iShares S&P 500 Growth ETF worth $333K as of Q2 2023.
BMS Financial Advisors bought 1,352 iShares S&P 500 Growth ETF shares in Q2 2023, an estimated $89.4K.
iShares S&P 500 Growth ETF made up 0.22% of BMS Financial Advisors's portfolio in Q2 2023, its #87 holding.
BMS Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 6 quarters since.
BMS Financial Advisors's iShares S&P 500 Growth ETF position peaked at $9.66M in Q1 2022.
1,341 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.