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

DCM 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
2022 Q4	–	Sell	-4,357	Closed	-$252K	–	119
2022 Q3	$252K	Buy	+4,357	New	+$283K	0.13%	164

Other funds holding IVW

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

DCM Advisors's IVW Position: Q4 2022 in Review

DCM Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2022, closing a stake of 4,357 shares — an estimated $252K sold.

DCM Advisors first reported a position in IVW in Q3 2022 and held it in 1 quarter. The position peaked at $252K in Q3 2022. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

DCM Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
DCM Advisors sold 4,357 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $252K.
DCM Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and held it in 1 quarter.
DCM Advisors's iShares S&P 500 Growth ETF position peaked at $252K in Q3 2022.
1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.