DB Wealth Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

DB Wealth Management 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
2023 Q4	$16.4K	Buy	219 +1	+0.5%	+$71	0.01%	250
2023 Q3	$14.9K	Hold	218	–	–	0.01%	248
2023 Q2	$15.3K	Buy	218 +1	+0.5%	+$66	0.01%	251
2023 Q1	$13.9K	Buy	217 +1	+0.5%	+$61	0.01%	256
2022 Q4	$12.7K	Sell	216 -671	-76%	-$40.3K	0.01%	259
2022 Q3	$51K	Buy	887 +672	+313%	+$43.7K	0.04%	150
2022 Q2	$13K	Hold	215	–	–	0.01%	270
2022 Q1	$16K	Hold	215	–	–	0.01%	271
2021 Q4	$18K	Buy	215 +1	+0.5%	+$81	0.01%	233
2021 Q3	$16K	Hold	214	–	–	0.01%	233
2021 Q2	$16K	Hold	214	–	–	0.01%	236
2021 Q1	$14K	Buy	214 +1	+0.5%	+$65	0.01%	253
2020 Q4	$14K	Buy	+213	New	+$12.9K	0.01%	246

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

DB Wealth Management Group's IVW Position: Q4 2023 in Review

DB Wealth Management Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.46% in Q4 2023, buying an estimated $71 and bringing the position to 219 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #250.

DB Wealth Management Group first reported a position in IVW in Q4 2020 and has held it in 13 quarters since. The position peaked at $51K in Q3 2022. 1,548 funds tracked by Wall St. Rank hold IVW as of Q4 2023.

DB Wealth Management Group held 219 shares of iShares S&P 500 Growth ETF worth $16.4K as of Q4 2023.
DB Wealth Management Group bought 1 iShares S&P 500 Growth ETF share in Q4 2023, an estimated $71.
iShares S&P 500 Growth ETF made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #250 holding.
DB Wealth Management Group first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's iShares S&P 500 Growth ETF position peaked at $51K in Q3 2022.
1,548 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.