Cooperman Leon G’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cooperman Leon G’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 Q4	–	Sell	-2,500	Closed	-$171K	–	54
2023 Q3	$171K	Sell	2,500 -4,587	-65%	-$325K	0.01%	51
2023 Q2	$499K	Hold	7,087	–	–	0.03%	45
2023 Q1	$453K	Sell	7,087 -16,127	-69%	-$986K	0.03%	43
2022 Q4	$1.36M	Hold	23,214	–	–	0.08%	39
2022 Q3	$1.34M	Hold	23,214	–	–	0.09%	39
2022 Q2	$1.4M	Hold	23,214	–	–	0.1%	39
2022 Q1	$1.77M	Hold	23,214	–	–	0.09%	42
2021 Q4	$1.94M	Hold	23,214	–	–	0.1%	45
2021 Q3	$1.72M	Hold	23,214	–	–	0.09%	44
2021 Q2	$1.69M	Buy	+23,214	New	+$1.61M	0.09%	44

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cooperman Leon G's IVW Position: Q4 2023 in Review

Cooperman Leon G sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2023, closing a stake of 2,500 shares — an estimated $171K sold.

Cooperman Leon G first reported a position in IVW in Q2 2021 and held it in 10 quarters. The position peaked at $1.94M in Q4 2021. 1,548 funds tracked by Wall St. Rank hold IVW as of Q4 2023.

Cooperman Leon G reported no remaining iShares S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
Cooperman Leon G sold 2,500 iShares S&P 500 Growth ETF shares in Q4 2023, an estimated $171K.
Cooperman Leon G first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and held it in 10 quarters.
Cooperman Leon G's iShares S&P 500 Growth ETF position peaked at $1.94M in Q4 2021.
1,548 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2023.

Based on Cooperman Leon G's 13F filing for Q4 2023, filed 14 Feb 2024.