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BRR OpCo’s iShares S&P 500 Growth ETF IVW Stock Holding History

BRR OpCo’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 		$391K Hold
6,753
– – 0.05% 150
2022
Q2 		$408K Buy
6,753
+2,458
+57% +$163K 0.05% 139
2022
Q1 		$328K Buy
+4,295
New +$323K 0.03% 166

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BRR OpCo's IVW Position: Q3 2022 in Review

BRR OpCo held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2022 at 6,753 shares worth $391K. The position accounts for 0.05% of the portfolio, ranked #150.

BRR OpCo first reported a position in IVW in Q1 2022 and has held it in 3 quarters since. The position peaked at $408K in Q2 2022. 1,193 funds tracked by Wall St. Rank hold IVW as of Q3 2022.

  • BRR OpCo held 6,753 shares of iShares S&P 500 Growth ETF worth $391K as of Q3 2022.
  • BRR OpCo left its iShares S&P 500 Growth ETF share count unchanged in Q3 2022.
  • iShares S&P 500 Growth ETF made up 0.05% of BRR OpCo's portfolio in Q3 2022, its #150 holding.
  • BRR OpCo first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 3 quarters since.
  • BRR OpCo's iShares S&P 500 Growth ETF position peaked at $408K in Q2 2022.
  • 1,193 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2022.

Based on BRR OpCo's 13F filing for Q3 2022, filed 8 Nov 2022.