Clarkston Capital Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Clarkston Capital 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
2022 Q2	–	Sell	-2,818	Closed	-$215K	–	192
2022 Q1	$215K	Hold	2,818	–	–	﹤0.01%	166
2021 Q4	$236K	Hold	2,818	–	–	﹤0.01%	149
2021 Q3	$208K	Hold	2,818	–	–	﹤0.01%	142
2021 Q2	$205K	Buy	+2,818	New	+$195K	﹤0.01%	142

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

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

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

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

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

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

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

Clarkston Capital Partners's IVW Position: Q2 2022 in Review

Clarkston Capital Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 2,818 shares — an estimated $215K sold.

Clarkston Capital Partners first reported a position in IVW in Q2 2021 and held it in 4 quarters. The position peaked at $236K in Q4 2021. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Clarkston Capital Partners reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Clarkston Capital Partners sold 2,818 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $215K.
Clarkston Capital Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and held it in 4 quarters.
Clarkston Capital Partners's iShares S&P 500 Growth ETF position peaked at $236K in Q4 2021.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Clarkston Capital Partners's 13F filing for Q2 2022, filed 10 Aug 2022.