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Comprehensive Financial Consultants Institutional’s iShares S&P 500 Growth ETF IVW Stock Holding History

Comprehensive Financial Consultants Institutional’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
-655
Closed -$47K – 317
2021
Q4 		$47K Buy
+655
New +$52.8K 0.03% 238

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's IVW Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2022, closing a stake of 655 shares — an estimated $47K sold.

Comprehensive Financial Consultants Institutional first reported a position in IVW in Q4 2021 and held it in 1 quarter. The position peaked at $47K in Q4 2021. 1,298 funds tracked by Wall St. Rank hold IVW as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining iShares S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 655 iShares S&P 500 Growth ETF shares in Q1 2022, an estimated $47K.
  • Comprehensive Financial Consultants Institutional first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's iShares S&P 500 Growth ETF position peaked at $47K in Q4 2021.
  • 1,298 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.