Column Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Column Capital Advisors’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 Q3	$449K	Hold	6,566	–	–	0.07%	88
2023 Q2	$463K	Hold	6,566	–	–	0.07%	88
2023 Q1	$420K	Hold	6,566	–	–	0.06%	86
2022 Q4	$384K	Hold	6,566	–	–	0.06%	80
2022 Q3	$380K	Hold	6,566	–	–	0.08%	72
2022 Q2	$396K	Hold	6,566	–	–	0.08%	68
2022 Q1	$502K	Hold	6,566	–	–	0.09%	69
2021 Q4	$549K	Buy	6,566 +1,977	+43%	+$159K	0.11%	68
2021 Q3	$339K	Buy	4,589 +1,903	+71%	+$145K	0.07%	85
2021 Q2	$195K	Buy	2,686 +1,446	+117%	+$100K	0.04%	121
2021 Q1	$81K	Hold	1,240	–	–	0.02%	205
2020 Q4	$79K	Hold	1,240	–	–	0.02%	206
2020 Q3	$72K	Hold	1,240	–	–	0.02%	191
2020 Q2	$64K	Hold	1,240	–	–	0.02%	209
2020 Q1	$51K	Hold	1,240	–	–	0.02%	196
2019 Q4	$60K	Buy	+1,240	New	+$57.5K	0.03%	213

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Column Capital Advisors's IVW Position: Q3 2023 in Review

Column Capital Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2023 at 6,566 shares worth $449K. The position accounts for 0.07% of the portfolio, ranked #88.

Column Capital Advisors first reported a position in IVW in Q4 2019 and has held it in 16 quarters since. The position peaked at $549K in Q4 2021. 1,409 funds tracked by Wall St. Rank hold IVW as of Q3 2023.

Column Capital Advisors held 6,566 shares of iShares S&P 500 Growth ETF worth $449K as of Q3 2023.
Column Capital Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q3 2023.
iShares S&P 500 Growth ETF made up 0.07% of Column Capital Advisors's portfolio in Q3 2023, its #88 holding.
Column Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's iShares S&P 500 Growth ETF position peaked at $549K in Q4 2021.
1,409 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.