Cary Street Partners Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,469
Closed -$85.9K 420
2022
Q4
$85.9K Buy
+1,469
New +$88.2K 0.02% 224

Other funds holding IVW

Cary Street Partners Asset Management's IVW Position: Q1 2023 in Review

Cary Street Partners Asset Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2023, closing a stake of 1,469 shares — an estimated $85.9K sold.

Cary Street Partners Asset Management first reported a position in IVW in Q4 2022 and held it in 1 quarter. The position peaked at $85.9K in Q4 2022. 1,258 funds tracked by Wall St. Rank hold IVW as of Q1 2023.

  • Cary Street Partners Asset Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Cary Street Partners Asset Management sold 1,469 iShares S&P 500 Growth ETF shares in Q1 2023, an estimated $85.9K.
  • Cary Street Partners Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Cary Street Partners Asset Management's iShares S&P 500 Growth ETF position peaked at $85.9K in Q4 2022.
  • 1,258 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q1 2023, filed 12 May 2023.