Del-Sette Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Del-Sette Capital Management’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 Q1	–	Sell	-3,671	Closed	-$215K	–	31
2022 Q4	$215K	Sell	3,671 -280	-7%	-$16.8K	0.22%	27
2022 Q3	$229K	Buy	+3,951	New	+$257K	0.27%	26

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

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

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

Del-Sette Capital Management's IVW Position: Q1 2023 in Review

Del-Sette Capital Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2023, closing a stake of 3,671 shares — an estimated $215K sold.

Del-Sette Capital Management first reported a position in IVW in Q3 2022 and held it in 2 quarters. The position peaked at $229K in Q3 2022. 1,258 funds tracked by Wall St. Rank hold IVW as of Q1 2023.

Del-Sette Capital Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
Del-Sette Capital Management sold 3,671 iShares S&P 500 Growth ETF shares in Q1 2023, an estimated $215K.
Del-Sette Capital Management first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and held it in 2 quarters.
Del-Sette Capital Management's iShares S&P 500 Growth ETF position peaked at $229K in Q3 2022.
1,258 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2023.

Based on Del-Sette Capital Management's 13F filing for Q1 2023, filed 2 May 2023.