Braun-Bostich & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Braun-Bostich & Associates’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 Q1	–	Sell	-5,271	Closed	-$408K	–	105
2021 Q4	$408K	Buy	+5,271	New	+$425K	0.1%	66
2019 Q3	–	Sell	-720	Closed	-$32K	–	196
2019 Q2	$32K	Sell	720 -656	-48%	-$28.9K	0.03%	208
2019 Q1	$59K	Sell	1,376 -2,608	-65%	-$107K	0.06%	192
2018 Q4	$150K	Buy	3,984 +68	+2%	+$2.75K	0.16%	110
2018 Q3	$173K	Buy	3,916 +904	+30%	+$38.9K	0.17%	101
2018 Q2	$122K	Buy	3,012 +1,156	+62%	+$46.4K	0.12%	114
2018 Q1	$72K	Buy	1,856 +308	+20%	+$12.3K	0.06%	150
2017 Q4	$59K	Buy	+1,548	New	+$57.8K	0.05%	168

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Braun-Bostich & Associates's IVW Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2022, closing a stake of 5,271 shares — an estimated $408K sold.

Braun-Bostich & Associates first reported a position in IVW in Q4 2017 and held it in 8 quarters. The position peaked at $408K in Q4 2021. 1,298 funds tracked by Wall St. Rank hold IVW as of Q1 2022.

Braun-Bostich & Associates reported no remaining iShares S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
Braun-Bostich & Associates sold 5,271 iShares S&P 500 Growth ETF shares in Q1 2022, an estimated $408K.
Braun-Bostich & Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and held it in 8 quarters.
Braun-Bostich & Associates's iShares S&P 500 Growth ETF position peaked at $408K in Q4 2021.
1,298 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.