Capital Directions Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Capital Directions Investment 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
2022 Q4	$78.2K	Buy	+1,336	New	+$80.2K	0.03%	95
2022 Q3	–	Sell	-1,336	Closed	-$86.8K	–	91
2022 Q2	$81K	Hold	1,336	–	–	0.03%	98
2022 Q1	$102K	Buy	+1,336	New	+$100K	0.03%	98
2021 Q4	–	Sell	-1,491	Closed	-$110K	–	139
2021 Q3	$110K	Hold	1,491	–	–	0.03%	86
2021 Q2	$108K	Buy	+1,491	New	+$103K	0.03%	78
2021 Q1	–	Sell	-1,700	Closed	-$108K	–	263
2020 Q4	$108K	Hold	1,700	–	–	0.04%	76
2020 Q3	$98K	Hold	1,700	–	–	0.04%	77
2020 Q2	$88K	Hold	1,700	–	–	0.04%	77
2020 Q1	$70K	Hold	1,700	–	–	0.03%	88
2019 Q4	$82K	Buy	+1,700	New	+$78.8K	0.03%	105
2017 Q1	–	Sell	-200	Closed	-$6K	–	87
2016 Q4	$6K	Buy	+200	New	+$6.04K	﹤0.01%	73

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Capital Directions Investment Advisors's IVW Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q4 2022: 1,336 shares worth $78.2K. The stake represents 0.03% of the portfolio and ranks #95 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in IVW as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in IVW in Q4 2016 and has held it in 11 quarters since. The position peaked at $110K in Q3 2021. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

Capital Directions Investment Advisors held 1,336 shares of iShares S&P 500 Growth ETF worth $78.2K as of Q4 2022.
iShares S&P 500 Growth ETF was a new Capital Directions Investment Advisors position in Q4 2022.
iShares S&P 500 Growth ETF made up 0.03% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #95 holding.
Capital Directions Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 11 quarters since.
Capital Directions Investment Advisors's iShares S&P 500 Growth ETF position peaked at $110K in Q3 2021.
1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.