Clifford Swan Investment Counsel’s iShares S&P 500 Growth ETF IVW Stock Holding History

Clifford Swan Investment Counsel’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 Q1	–	Sell	-2,930	Closed	-$245K	–	330
2021 Q4	$245K	Buy	+2,930	New	+$236K	0.01%	309
2021 Q3	–	Sell	-2,789	Closed	-$212K	–	332
2021 Q2	$212K	Buy	+2,789	New	+$193K	0.01%	315

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Clifford Swan Investment Counsel's IVW Position: Q1 2022 in Review

Clifford Swan Investment Counsel sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2022, closing a stake of 2,930 shares — an estimated $245K sold.

Clifford Swan Investment Counsel first reported a position in IVW in Q2 2021 and held it in 2 quarters. The position peaked at $245K in Q4 2021. 1,298 funds tracked by Wall St. Rank hold IVW as of Q1 2022.

Clifford Swan Investment Counsel reported no remaining iShares S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
Clifford Swan Investment Counsel sold 2,930 iShares S&P 500 Growth ETF shares in Q1 2022, an estimated $245K.
Clifford Swan Investment Counsel first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and held it in 2 quarters.
Clifford Swan Investment Counsel's iShares S&P 500 Growth ETF position peaked at $245K in Q4 2021.
1,298 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2022.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2022, filed 3 May 2022.