Clean Yield Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Clean Yield Group’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	-42	Closed	-$3.55K	–	388
2024 Q1	$3.55K	Buy	+42	New	+$3.37K	﹤0.01%	347

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

Clean Yield Group's IVW Position: Q2 2024 in Review

Clean Yield Group sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2024, closing a stake of 42 shares — an estimated $3.55K sold.

Clean Yield Group first reported a position in IVW in Q1 2024 and held it in 1 quarter. The position peaked at $3.55K in Q1 2024. 1,657 funds tracked by Wall St. Rank hold IVW as of Q2 2024.

Clean Yield Group reported no remaining iShares S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
Clean Yield Group sold 42 iShares S&P 500 Growth ETF shares in Q2 2024, an estimated $3.55K.
Clean Yield Group first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and held it in 1 quarter.
Clean Yield Group's iShares S&P 500 Growth ETF position peaked at $3.55K in Q1 2024.
1,657 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2024.

Based on Clean Yield Group's 13F filing for Q2 2024, filed 10 Jul 2024.