BBA
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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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return