BSW Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

BSW Wealth Partners’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 Q2	–	Sell	-2,728	Closed	-$208K	–	295
2022 Q1	$208K	Hold	2,728	–	–	0.05%	272
2021 Q4	$228K	Hold	2,728	–	–	0.06%	229
2021 Q3	$202K	Buy	+2,728	New	+$208K	0.06%	236

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

BSW Wealth Partners's IVW Position: Q2 2022 in Review

BSW Wealth Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 2,728 shares — an estimated $208K sold.

BSW Wealth Partners first reported a position in IVW in Q3 2021 and held it in 3 quarters. The position peaked at $228K in Q4 2021. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

BSW Wealth Partners reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
BSW Wealth Partners sold 2,728 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $208K.
BSW Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and held it in 3 quarters.
BSW Wealth Partners's iShares S&P 500 Growth ETF position peaked at $228K in Q4 2021.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on BSW Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.