Cetera Advisor Networks’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $61.9M | Buy |
732,709
+145,763
| +25% | +$11.7M | 0.31% | 69 |
|
|
2023
Q4 | $44.1M | Buy |
586,946
+22,416
| +4% | +$1.6M | 0.25% | 87 |
|
|
2023
Q3 | $38.6M | Buy |
564,530
+200,122
| +55% | +$14.2M | 0.24% | 89 |
|
|
2023
Q2 | $25.7M | Buy |
364,408
+81,758
| +29% | +$5.4M | 0.18% | 119 |
|
|
2023
Q1 | $18.1M | Sell |
282,650
-20,513
| -7% | -$1.25M | 0.13% | 177 |
|
|
2022
Q4 | $17.7M | Buy |
303,163
+58,649
| +24% | +$3.52M | 0.14% | 167 |
|
|
2022
Q3 | $14.1M | Buy |
244,514
+8,140
| +3% | +$529K | 0.18% | 132 |
|
|
2022
Q2 | $14.3M | Buy |
236,374
+63,622
| +37% | +$4.21M | 0.18% | 122 |
|
|
2022
Q1 | $13.2M | Buy |
172,752
+39,230
| +29% | +$2.95M | 0.16% | 139 |
|
|
2021
Q4 | $11.2M | Sell |
133,522
-37,623
| -22% | -$3.03M | 0.14% | 160 |
|
|
2021
Q3 | $12.6M | Sell |
171,145
-520
| -0.3% | -$39.6K | 0.17% | 134 |
|
|
2021
Q2 | $12.5M | Buy |
171,665
+47,382
| +38% | +$3.28M | 0.18% | 139 |
|
|
2021
Q1 | $8.09M | Sell |
124,283
-2,559
| -2% | -$165K | 0.17% | 138 |
|
|
2020
Q4 | $8.1M | Buy |
126,842
+5,546
| +5% | +$336K | 0.19% | 122 |
|
|
2020
Q3 | $7.01M | Sell |
121,296
-5,968
| -5% | -$338K | 0.18% | 136 |
|
|
2020
Q2 | $6.6M | Buy |
127,264
+520
| +0.4% | +$24.9K | 0.18% | 132 |
|
|
2020
Q1 | $5.23M | Buy |
126,744
+41,272
| +48% | +$1.95M | 0.17% | 130 |
|
|
2019
Q4 | $4.14M | Buy |
85,472
+3,284
| +4% | +$152K | 0.11% | 177 |
|
|
2019
Q3 | $3.7M | Sell |
82,188
-1,852
| -2% | -$83.8K | 0.11% | 180 |
|
|
2019
Q2 | $3.76M | Sell |
84,040
-8,112
| -9% | -$357K | 0.12% | 173 |
|
|
2019
Q1 | $3.97M | Sell |
92,152
-23,904
| -21% | -$979K | 0.13% | 154 |
|
|
2018
Q4 | $4.38M | Sell |
116,056
-96
| -0.1% | -$3.88K | 0.17% | 118 |
|
|
2018
Q3 | $5.15M | Buy |
116,152
+11,964
| +11% | +$514K | 0.18% | 113 |
|
|
2018
Q2 | $4.24M | Buy |
104,188
+1,280
| +1% | +$51.4K | 0.21% | 88 |
|
|
2018
Q1 | $4M | Sell |
102,908
-7,660
| -7% | -$306K | 0.18% | 124 |
|
|
2017
Q4 | $4.22M | Buy |
110,568
+3,256
| +3% | +$122K | 0.18% | 129 |
|
|
2017
Q3 | $3.85M | Sell |
107,312
-2,496
| -2% | -$87.9K | 0.17% | 130 |
|
|
2017
Q2 | $3.76M | Buy |
109,808
+14,892
| +16% | +$505K | 0.18% | 125 |
|
|
2017
Q1 | $3.13M | Buy |
94,916
+5,336
| +6% | +$171K | 0.15% | 142 |
|
|
2016
Q4 | $2.72M | Sell |
89,580
-9,692
| -10% | -$293K | 0.14% | 146 |
|
|
2016
Q3 | $3.02M | Buy |
99,272
+14,984
| +18% | +$454K | 0.12% | 176 |
|
|
2016
Q2 | $2.45M | Sell |
84,288
-1,972
| -2% | -$57.2K | 0.14% | 154 |
|
|
2016
Q1 | $2.5M | Buy |
86,260
+6,648
| +8% | +$183K | 0.16% | 144 |
|
|
2015
Q4 | $2.31M | Sell |
79,612
-3,380
| -4% | -$98.3K | 0.15% | 154 |
|
|
2015
Q3 | $2.24M | Buy |
82,992
+8,248
| +11% | +$234K | 0.15% | 141 |
|
|
2015
Q2 | $2.13M | Hold |
74,744
| – | – | 0.14% | 158 |
|
|
2015
Q1 | $2.13M | Buy |
74,744
+15,580
| +26% | +$442K | 0.14% | 158 |
|
|
2014
Q4 | $1.65M | Sell |
59,164
-13,884
| -19% | -$379K | 0.12% | 183 |
|
|
2014
Q3 | $1.95M | Buy |
73,048
+2,224
| +3% | +$59.3K | 0.13% | 166 |
|
|
2014
Q2 | $1.86M | Sell |
70,824
-263,120
| -79% | -$6.68M | 0.12% | 180 |
|
|
2014
Q1 | $8.32M | Buy |
333,944
+278,124
| +498% | +$6.87M | 0.6% | 30 |
|
|
2013
Q4 | $1.38M | Buy |
55,820
+9,216
| +20% | +$217K | 0.11% | 202 |
|
|
2013
Q3 | $1.04M | Buy |
46,604
+27,836
| +148% | +$614K | 0.09% | 219 |
|
|
2013
Q2 | $393K | Buy |
+18,768
| New | +$398K | 0.04% | 365 |
|
Other funds holding IVW
Cetera Advisor Networks's IVW Position: Q1 2024 in Review
Cetera Advisor Networks increased its iShares S&P 500 Growth ETF (IVW) stake by 25% in Q1 2024, buying an estimated $11.7M and bringing the position to 732,709 shares worth $61.9M. The position accounts for 0.31% of the portfolio, ranked #69.
Cetera Advisor Networks first reported a position in IVW in Q2 2013 and has held it in 44 quarters since. 1,596 funds tracked by Wall St. Rank hold IVW as of Q1 2024.
- Cetera Advisor Networks held 732,709 shares of iShares S&P 500 Growth ETF worth $61.9M as of Q1 2024.
- Cetera Advisor Networks bought 145,763 iShares S&P 500 Growth ETF shares in Q1 2024, an estimated $11.7M.
- iShares S&P 500 Growth ETF made up 0.31% of Cetera Advisor Networks's portfolio in Q1 2024, its #69 holding.
- Cetera Advisor Networks first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 44 quarters since.
- 1,596 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.
Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.