Clear Perspectives Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$6.77K	Sell	106 -124	-54%	-$7.58K	﹤0.01%	155
2022 Q4	$13.5K	Sell	230 -1,226	-84%	-$73.6K	0.01%	141
2022 Q3	$84K	Sell	1,456 -1,835	-56%	-$119K	0.04%	67
2022 Q2	$199K	Sell	3,291 -1,520	-32%	-$101K	0.08%	52
2022 Q1	$367K	Sell	4,811 -55	-1%	-$4.13K	0.14%	42
2021 Q4	$407K	Sell	4,866 -1,100	-18%	-$88.6K	0.16%	43
2021 Q3	$441K	Sell	5,966 -500	-8%	-$38.1K	0.2%	43
2021 Q2	$470K	Sell	6,466 -650	-9%	-$45K	0.23%	40
2021 Q1	$463K	Sell	7,116 -1,000	-12%	-$64.6K	0.27%	38
2020 Q4	$518K	Buy	+8,116	New	+$492K	0.33%	34

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

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

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

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

Clear Perspectives Financial Planning's IVW Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its iShares S&P 500 Growth ETF (IVW) stake by 54% in Q1 2023, selling an estimated $7.58K and leaving 106 shares worth $6.77K. The position accounts for ﹤0.01% of the portfolio, ranked #155.

Clear Perspectives Financial Planning first reported a position in IVW in Q4 2020 and has held it in 10 quarters since. The position peaked at $518K in Q4 2020. 1,258 funds tracked by Wall St. Rank hold IVW as of Q1 2023.

Clear Perspectives Financial Planning held 106 shares of iShares S&P 500 Growth ETF worth $6.77K as of Q1 2023.
Clear Perspectives Financial Planning sold 124 iShares S&P 500 Growth ETF shares in Q1 2023, an estimated $7.58K.
iShares S&P 500 Growth ETF made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #155 holding.
Clear Perspectives Financial Planning first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's iShares S&P 500 Growth ETF position peaked at $518K in Q4 2020.
1,258 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.