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

Cascade 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 Q1	–	Sell	-1,200	Closed	-$100K	–	261
2021 Q4	$100K	Hold	1,200	–	–	0.06%	138
2021 Q3	$88.7K	Hold	1,200	–	–	0.06%	135
2021 Q2	$87.3K	Hold	1,200	–	–	0.06%	135
2021 Q1	$78.1K	Hold	1,200	–	–	0.05%	137
2020 Q4	$76.6K	Sell	1,200 -100	-8%	-$6.06K	0.06%	139
2020 Q3	$75.1K	Sell	1,300 -200	-13%	-$11.3K	0.06%	136
2020 Q2	$77.8K	Sell	1,500 -700	-32%	-$33.6K	0.07%	127
2020 Q1	$90.8K	Hold	2,200	–	–	0.1%	112
2019 Q4	$107K	Hold	2,200	–	–	0.08%	122
2019 Q3	$99K	Hold	2,200	–	–	0.08%	118
2019 Q2	$98.6K	Hold	2,200	–	–	0.08%	117
2019 Q1	$94.8K	Sell	2,200 -200	-8%	-$8.19K	0.09%	115
2018 Q4	$90.4K	Buy	+2,400	New	+$97.1K	0.09%	112

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Cascade Investment Advisors's IVW Position: Q1 2022 in Review

Cascade Investment Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2022, closing a stake of 1,200 shares — an estimated $100K sold.

Cascade Investment Advisors first reported a position in IVW in Q4 2018 and held it in 13 quarters. The position peaked at $107K in Q4 2019. 1,298 funds tracked by Wall St. Rank hold IVW as of Q1 2022.

Cascade Investment Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
Cascade Investment Advisors sold 1,200 iShares S&P 500 Growth ETF shares in Q1 2022, an estimated $100K.
Cascade Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and held it in 13 quarters.
Cascade Investment Advisors's iShares S&P 500 Growth ETF position peaked at $107K in Q4 2019.
1,298 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2022.

Based on Cascade Investment Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.