Cedar Brook Financial Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cedar Brook Financial 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
2024 Q2	–	Sell	-7,011	Closed	-$592K	–	219
2024 Q1	$592K	Buy	7,011 +135	+2%	+$10.8K	0.12%	183
2023 Q4	$520K	Buy	6,876 +856	+14%	+$60.9K	0.12%	186
2023 Q3	$412K	Buy	6,020 +45	+0.8%	+$3.19K	0.11%	196
2023 Q2	$421K	Buy	5,975 +87	+1%	+$5.75K	0.1%	209
2023 Q1	$376K	Sell	5,888 -2,545	-30%	-$156K	0.1%	224
2022 Q4	$493K	Buy	+8,433	New	+$506K	0.14%	175
2022 Q2	–	Sell	-4,013	Closed	-$306K	–	370
2022 Q1	$306K	Buy	4,013 +1,075	+37%	+$80.8K	0.08%	278
2021 Q4	$246K	Buy	+2,938	New	+$237K	0.06%	323

Other funds holding IVW

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

Cedar Brook Financial Partners's IVW Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2024, closing a stake of 7,011 shares — an estimated $592K sold.

Cedar Brook Financial Partners first reported a position in IVW in Q4 2021 and held it in 8 quarters. The position peaked at $592K in Q1 2024. 1,657 funds tracked by Wall St. Rank hold IVW as of Q2 2024.

Cedar Brook Financial Partners reported no remaining iShares S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 7,011 iShares S&P 500 Growth ETF shares in Q2 2024, an estimated $592K.
Cedar Brook Financial Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 8 quarters.
Cedar Brook Financial Partners's iShares S&P 500 Growth ETF position peaked at $592K in Q1 2024.
1,657 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.