DLCIG
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D.L. Carlson Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

D.L. Carlson Investment Group’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
Q2 		– Sell
-2,720
Closed -$208K – 143
2022
Q1 		$208K Sell
2,720
-585
-18% -$43.9K 0.03% 137
2021
Q4 		$277K Hold
3,305
– – 0.04% 123
2021
Q3 		$244K Buy
+3,305
New +$252K 0.04% 129

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

D.L. Carlson Investment Group's IVW Position: Q2 2022 in Review

D.L. Carlson Investment Group sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 2,720 shares — an estimated $208K sold.

D.L. Carlson Investment Group first reported a position in IVW in Q3 2021 and held it in 3 quarters. The position peaked at $277K in Q4 2021. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

  • D.L. Carlson Investment Group reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 2,720 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $208K.
  • D.L. Carlson Investment Group first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and held it in 3 quarters.
  • D.L. Carlson Investment Group's iShares S&P 500 Growth ETF position peaked at $277K in Q4 2021.
  • 1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2022, filed 10 Aug 2022.